Lancaster, CA Office

Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement‑platform model services primarily to individual and high‑net‑worth clients. The firm manages roughly $985 million through about 85 advisers for approximately 4,000 clients and does not list corporate/business or charitable organizations among its client types.

The firm implements model‑based strategies that combine proprietary models and third‑party sub‑advisers accessed via the Amplify platform, with investment options that include equities, fixed income, mutual funds and ETFs, private placements, and, in some models, bitcoin futures or other digital‑asset related exposures. Encompass More uses quantitative, qualitative and fundamental analysis, operates with discretionary authority to hire or replace sub‑advisers, and offers retirement plan variants that are constrained to the available plan investment menus.

Distinctive features include serving as the investment manager to a private pooled vehicle (Encompass More Currency Alpha Fund LP) and offering accredited‑investor private placement access alongside traditional advisory programs, with side‑by‑side management of fund and advisory accounts. The firm is affiliated with a broker‑dealer and an insurance agency, integrates third‑party technology (Amplify for account services and Wealth for estate‑planning referrals), and maintains policies—such as restricting advisory purchases of mutual fund share classes that pay 12b‑1 fees to affiliates—to address potential conflicts of interest.