Encircle Financial Strategies

Overview

Encircle Financial Strategies is an independent registered investment adviser that positions itself as a discretionary portfolio manager and financial planning firm for individuals, families and small-business clients, with select institutional relationships. The firm provides comprehensive financial planning, ongoing portfolio management and educational seminars and workshops. It charges clients both a percentage of assets under management and hourly fees, reflecting a mix of ongoing advisory relationships and episodic planning engagements. Investment activity is centered on pooled public funds and mutual funds for core exposures, with discretionary control over client portfolios. The firm does not identify as an active ESG investor. Encircle is organized as a corporation, owned by an individual, and it became SEC-registered in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices