ENCOMPASS WEALTH ADVISORS

Encompass is mindful that investing can be an emotional endeavor. We also are aware that these emotions often lead investors to make poor decisions, such as "buying high and selling low". This makes it extremely important to find a level of risk that can be tolerated during times of market volatility. To assist our clients in pinpointing their personal risk tolerance, Encompass has invested in some of the industry's finest financial software. Using the outputs from these programs to help frame the risk conversation, we'll work with you to find an investment allocation that is appropriate for the long-term... When constructing portfolios we place an emphasis on diversification, cost-effectiveness, and tax efficiency. Our team utilizes exchange traded funds (ETFs) and mutual funds to diversify our clients' portfolios across asset classes, geographic regions, market capitalizations, and investment styles. Social responsibility is an increasingly important part of the conversation. Rather..

Also known as: Encompass, Encompass Wealth Advisors, LLC

Primary location: Portland United States