Our clients focus on the long-term. And so do we. Regardless of your current financial state and what life milestones you’ve crossed, you believe in preparing for the future.
Family can mean many things.
For some, it’s a spouse and two children. For others, it’s a life partner or their loved pets. Our clients care about those closest to them and want to ensure they are financially stable.
Many of our clients are out of the rat race and are looking to support alternative lifestyles or career changes. A secure financial foundation helps them to live the life they want.
We work with individuals who understand the difference between value and a “good enough” deal. We want only the best for our clients, and they know what it looks like.
Whether you are just starting your career or are moving up the corporate ladder, you don’t have time to investigate every potential income opportunity. Our clients have peace of mind and less work on their plate when they can depend on our analysis.
Most of all, our clients prize integrity. They understand that objective advice trumps any “get rich quick” scheme and know that brokers aren’t required to give them the best counsel.
At Encompass Advisors, we believe in quality service. To ensure that our clients get the one-on-one care they deserve and value for their investments, we maintain a minimum investment.
However, if you fall below our minimum range, we can still arrange a consultation to help guide you to the right resources.
We treat your investments with the same care as our investments. And since we invest heavily, we have access to premium assets and tools that are only available with multi-million dollar minimums.
We only invest in institutional funds with a minimum investment of $1 million and expense ratios starting at .01%
At Encompass Advisors, we focus on trusted resources of financial information and analysis to determine which assets are the best fit for your objectives. From beta ratios to running specific assets through various scenarios, we make sure you have the best information possible to make confident decisions on your investments.
While this software doesn’t guarantee returns, they do help us better understand the risk-reward of specific assets. Our software setup also allows us to work with you completely online - no matter where you are located.
We use conflict-free, third-party institutional-level research sources to ensure that you have the most in-depth analysis available before making a decision.
With our extensive toolset, we use big data to model multiple scenarios for your portfolio. We can compare how multiple factors might affect an investment for better insight into a specific asset.
Rather than just taking investing fees, such as the expense ratio, at face value, we can see how fees will affect your investments over time and look for places to save. After all, the lower your fees, the more you make.
When should you buy, sell, or hold?
We key in on high-quality signals and alerts that allow us to identify favorable or unfavorable times to act on your investment plans.
Combined with or other research tools, these signals can help us confirm or question our hunches before we put money down.