ENCORE WEALTH ADVISORS

Overview

Encore Wealth Advisors is an independent registered investment advisor that runs a fee-based advisory practice focused on individual, family and smaller institutional relationships. The firm favors equity-heavy portfolios, using exchange-traded securities as the primary building blocks for client accounts while layering in third-party alternative managers where appropriate. Encore provides financial planning, discretionary portfolio management, pension consulting support, selection of sub-advisers and client education programs. It also identifies and implements ESG criteria in the investment process, incorporating environmental, social and governance considerations into manager selection and public-market allocations. As a capital allocator, Encore blends internally managed equity exposures with externally managed alternative funds and insurance solutions to meet client objectives. Their business model supports percentage-of-AUM billing alongside hourly and fixed-fee engagements, which allows them to serve a mix of retainer-style planning relationships and traditional advisory accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices