Encompass Wealth Advisors, LLC
Encompass Wealth Advisors, LLC is a Portland, Oregon-based investment advisory firm founded in 2021. They provide wealth management, life planning, and financial advice, including retirement, estate, and investment management. The firm is registered with the SEC and as of March 2025 has approximately 5 employees, primarily investment-focused professionals, offering fiduciary services to individuals and institutions.
Investment Strategy
Encompass Wealth Advisors follows a disciplined, diversified portfolio strategy focused on long-term growth and capital preservation. Their investment approach often centers on ETFs and broad market exposures, as indicated by major holdings in S&P 500 Growth/Value and Core MSCI EAFE funds. The firm emphasizes fiduciary responsibility, tailoring strategies to client needs for retirement, estate, and life planning, with an aim to balance growth, risk, and liquidity.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 15.54% | $45.6M | 378,086 | $66.39 | $120.72 | +$4.1M |
I IVE | ISHARES TR | 11.99% | $35.2M | 170,493 | $143.55 | $206.51 | +$2.5M |
I IEFA | ISHARES TR | 7.84% | $23.0M | 263,748 | $71.64 | $87.31 | +$1.5M |
I IJR | ISHARES TR | 5.87% | $17.2M | 145,022 | $99.41 | $118.83 | +$1.7M |
I IJH | ISHARES TR | 4.78% | $14.0M | 215,026 | $50.52 | $65.26 | +$1.1M |