ENTENTVEST INC.

Overview

Ententvest Inc. is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small business clients. The firm’s public profile shows a clear preference for equity-focused strategies, with exchange-traded equities forming the core of managed portfolios. Ententvest Inc. also identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into security selection and portfolio construction. Services listed by the firm include financial planning and portfolio management for both individuals/small businesses and larger business or institutional clients. Compensation is on a percentage-of-AUM basis, consistent with a discretionary advisory model. Given the firm’s modest scale, the approach is likely boutique and client-focused, emphasizing liquid, transparent equity exposures supplemented by other liquid instruments where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices