A complete list of active advisors currently associated with Encore Investment Advisors, LLC

Warmer can help you find a great advisor at Encore Investment Advisors, LLC or one who fits your needs even better.

Encore serves individuals, high‑net‑worth clients, businesses, trusts and estates in Massachusetts, other U.S. states and internationally, offering customized wealth management that combines discretionary and non‑discretionary portfolio management with financial planning and consulting. The firm’s disclosure brochure reports roughly $42 million in assets under management and notes it provides both ongoing investment supervision and standalone planning engagements. Encore describes a primarily long‑term, low‑turnover investment approach that draws on fundamental and technical analysis and constructs portfolios using ETFs, mutual funds, individual equities, fixed income and alternative investments. The brochure also discloses that the firm may employ short‑term margin borrowings in client accounts and provides periodic reports to clients that include holdings, allocations and performance information. Compared with many small independent advisors, Encore’s brochure highlights an explicit international client base and an operational mix that includes use of institutional platforms (including custodial relationships that provide economic benefits) and third‑party client referral arrangements. Those features — serving non‑U.S. clients, acknowledging margin use in managed accounts, and providing client performance reporting — are presented as part of the firm’s standard practices rather than occasional or ancillary services.

To learn more about the advisors currently working at Encore Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.