Brookfield, WI S Executive Dr. Office

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.