Entasis Asset Management

EST. AUM
$170,995,814

CONTACTS
3

CLIENT ACCOUNTS
465

Firm Details

Metro area Milwaukee
CRD Number 282711
Website entasisam.com
Client types

Overview

The firm is an investment company operated by seasoned investors, specializing in investment planning. Its mission is to enhance the long-term potential of client portfolios by reducing costs, drawing on decades of expertise in manager analysis, portfolio construction, and security selection, while simplifying the complexities of the investment landscape. The firm employs a risk-conscious, diversified approach to portfolio management, utilizing liquid and actively-managed equity, fixed income, alternative, and mixed-asset investment products. Additionally, individual securities may be included in portfolios based on clients' tax situations, investment objectives, and risk tolerances, with investments spanning all asset classes, sub-asset classes, and styles.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Entasis Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company