Brookfield, WI N Corporate Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Entasis Asset Management LLC
Team
Firm-wide stats for Entasis Asset Management LLC
About
Entasis Asset Management provides investment advisory, financial planning, tax planning and non-investment management services to a mix of individual clients (including high-net-worth individuals), institutions, retirement plans and other entities. The firm delivers ongoing portfolio management and related planning services under typical percentage-of-AUM advisory relationships while also offering standalone investment management and research/consulting engagements.
The firm's investment approach is driven by in-house equity and fixed-income research and a Core/Completion philosophy that allocates a U.S.-focused core alongside non-U.S., alternative and diversifying completion exposures. Portfolio construction relies on a documented investment manager selection process that combines qualitative due diligence (including on-site visits) with a proprietary quantitative scoring system, and most accounts are managed on a discretionary, tax-aware basis; it also offers lower-touch, technology-enabled GenerationTech TM portfolios that can be run on Charles Schwab’s Institutional Intelligent Portfolios (IIP) platform.
Distinctive features include the firm’s use of endorsements and testimonials in its advertising and its offering of educational seminars and workshops, both of which are less common among similar team firms. Entasis also provides a broader set of atypical services — marketed under the EAM+ dba as “CEO Services/Personal CFO” (including private investment due diligence, employee contract coordination and identity protection reviews) — and regularly delivers research and consulting to other advisory firms and plan sponsors.
Based on Entasis Asset Management LLC
Expertise
Based on Entasis Asset Management LLC
Location
300 N Corporate Dr, Suite 220
Brookfield WI 53045
Advisors at this office
3
Advisors at this office
Michael P
CFA®
Brookfield, WI
Entasis Asset Management LLC
Michael Peters is a CFA® charterholder with 15 years of industry experience and has been with Entasis Asset Management LLC since 2016. He is based in Brookfield, WI, and works as part of a five-advisor team. Entasis Asset Management provides investment advisory, financial planning, tax planning, and related services to individuals, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment approach driven by in-house research and a documented manager selection process, offering discretionary, tax-aware portfolio management alongside technology-enabled options and a range of specialized consulting services.
K. Robert B
CFA®, Series 63, Series 65
Brookfield, WI
Entasis Asset Management LLC
K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.
Charles B
CFA®
Brookfield, WI
Entasis Asset Management LLC
Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.
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