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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
How Can We Help You?

Financial Planning

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Investing

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Retirement

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Featured Videos

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Featured Calculators

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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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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