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Investing

Investing Made Easy.


There is both an art and a science to managing investments. At Encore Financial, we have a disciplined investment process in place as well as a creative and seasoned team dedicated to research and implementation of our strategies.

We start with an institutional-level analysis of the factors that affect our economy and investment markets. Our local portfolio managers layer in their fundamental analysis to identify inconsistencies and opportunities for our portfolios. From there, our Financial Advisors factor in your personal situation and how those global recommendations should (or should not) be implemented for you.

The end result? Proven strategies to maximize returns and mitigate risks that are tailored specifically for you.

  • Risk assessment
  • Portfolio analysis
  • Investment selection
  • Allocation management
  • Compliance oversight

SERVICES
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Financial Planning

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Investing

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Retirement

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Featured Videos

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Featured Calculators

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.
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