Our Approach To Managing Your Capital
We construct portfolios aligned with your objectives and provide direct access to the investment team.
How We Built Portfolios
We construct portfolios using a range of investment strategies. Our team selects and combines them based on each client’s objectives and long-term goals.
Active Equity Strategies
Concentrated, research-driven stock portfolios built by our team. Client portfolios are managed seperately, allowing us to make investment decisions at the account level.
Diversified Portfolios
Broadly diversified portfolios built using ETFs across asset classes, regions, and sectors. A straightforward approach for clients seeking broad market exposure.
Blended Portfolios
Portfolios that combine active equity strategies with diversified ETF exposure, allowing clients to benefit from both targeted investment selection and broad diversification.
Individual Bond Portfolios
Individually constructed fixed-income portfolios designed for income, capital preservation, or liability matching. Clients own each bond directly.
Our Commitment to Clients
Our Fees
Enhancing Capital is a fee-only investment adviser. We are compensated directly by our clients, rather than through commissions from investment products.
Clients pay us an annual fee based on the amount of assets we manage for them. We bill our fee quarterly, and most clients choose to have it deducted directly from their account.
The fee is a percentage of the assets under management (AUM) for the client.
Let's Start The Conversation
We'll take a look at your current investments, share what we see, and talk through whether we can help—starting with just a simple, hassle-free conversation.
We'll keep the conversation relaxed and pressure-free.
