Encore Investment Advisors, LLC

Overview

Encore Investment Advisors, LLC is an independent, individual-owned registered investment adviser that works primarily with individuals and families. The firm provides financial planning and portfolio management services aimed at individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with fixed fees for certain services. Encore does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Encore’s positioning is that of a boutique RIA focused on discretionary portfolio management (the majority of its assets are managed on a discretionary basis) alongside planning work for household and small-business clients. The firm’s stated investment preference leans toward equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices