EASAN KATIR WEALTH MANAGEMENT

Overview

Easan Katir Wealth Management is a small, individual-owned advisory practice that focuses on portfolio management for individuals, small businesses and some institutional/pension consulting relationships. The firm runs a fee model that can include a percentage-of-assets charge, hourly work, fixed fees and performance-based arrangements, giving flexibility to structure engagements by client needs. Investment activity skews toward publicly traded equities, with a preference for liquid, exchange-listed instruments and model-driven allocations managed on a discretionary and non-discretionary basis. The practice appears oriented toward direct equity exposure and mutual fund solutions rather than allocations to private credit or other illiquid alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices