A complete list of active advisors currently associated with Etre LLC
Warmer can help you find a great advisor at Etre LLC or one who fits your needs even better.
être LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts, serving both high-net-worth and non-high-net-worth clients. Its planning scope includes retirement, tax, estate, stock option analysis, philanthropy, and other personalized financial goals, and clients may engage planning and investment services separately or together. The firm designs portfolios around a documented Investment Policy Statement, emphasizing strategic asset allocation, diversification across asset classes, and a blend of active and passive managers to align risk with client objectives. It conducts quarterly reviews and rebalancing as needed, and provides written, GIPS-compliant performance reporting to clients. Noteworthy aspects relative to peers include managing roughly $217 million for about 60 clients, which implies relatively large average account sizes, and offering guidance on partnership interests and private equity for accredited investors. The firm relies on an institutional custodian platform for execution and research, generally does not aggregate trades, and declines proxy-voting authority for client accounts.
To learn more about the advisors currently working at Etre 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 23
|
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