CRD: 315512
Encore Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
About Encore Investment Advisors, LLC
Encore Investment Advisors is an independent fiduciary wealth management boutique in the Boston area providing wealth planning and investment management. The firm applies an institutional framework to private-wealth portfolio construction, emphasizing risk-managed, after-tax return optimization. Portfolios commonly use ETFs and mutual funds, and custody is primarily at Charles Schwab and Interactive Brokers.
Team overview
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Owner & Executives
Robert William Shuman
Chief Compliance Officer, Principal
- CRD
- #7351919
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,054,948 | -- |
| Non-Discretionary | $2,030,902 | -- |
| Total | $42,085,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,085,850
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $536,902,212 | 7.6% |
| Public Funds | $2,041,641,305 | 28.9% |
| Cash | $2,006,318,791 | 28.4% |
| Corporate - Investment Grade | $515,708,703 | 7.3% |
| Private Funds | $1,356,384,535 | 19.2% |
| U.S. Government/Agency | $607,547,239 | 8.6% |
| Total | $7,064,502,785 | 100.0% |