Robert Shuman's Contact Details

Robert Shuman's Company Details

Encore Investment Advisors, LLC

Boston, Massachusetts, United States • 0 Employees
Financial Services

Encore Investment Advisors (EIA) is a boutique independent wealth management firm launched in 2021. We provide independent investment advisory and wealth planning services to an array of individuals and families. We customize solutions to meet the exact needs and desires of all our clients and partner with thought-leaders and service providers across industries including institutional investment management, tax and estate planners, FinTech, and traditional banking. EIA strives to combine the broad-based services and capabilities of large wealth managers, with the high-touch client service and independent fiduciary advice most commonly provided by smaller advisors. Our one driving goal is to help our clients achieve their financial goals, by balancing risk, return, and taxes. To do this, we pull on many different levers including a solid financial plan, dynamic asset allocation, strategic asset location, manager and security selection, the inclusion of top performing alternatives, and various lending solutions.