ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.

Overview

Enright, Mollin, Cascio & Ramusevic, Inc. is a small, SEC-registered investment adviser and accounting practice that combines portfolio management for individuals and small businesses with accounting services. The firm has operated since 1990 and serves both individual/family and institutional clients under a mix of percentage-of-AUM and fixed-fee arrangements. Investment activity is centered on externally managed public funds and mutual funds, with discretionary mandates that allow the firm to implement and rebalance portfolios on client behalf. The firm does not position itself as an ESG-focused manager. The firm received recognition as a Top RIA Firms to Watch by investor.com in 2020, reflecting visibility among smaller independent advisors. Its adviser profile and business activities suggest a client service model that emphasizes integrated tax/accounting insight alongside investment oversight, which can be useful for taxable account management and cash-flow planning.

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