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Encore Investment Group, LLC
PCM Encore, LLC is an independent fiduciary wealth management firm that provides personal financial advice, investment portfolio management, tax planning, retirement planning, family office services, estate legacy planning, trust services, and strategic gifting. It serves individuals and high-net-worth families with tailored financial solutions and comprehensive wealth management.
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Encore Investment Group, LLC at a glance
Encore Investment Group, LLC is a wealth management company headquartered in United States. Its most recent funding round raised $575,000 in April 2024. Xcout tracks 8 named people at Encore Investment Group, LLC, including John Shepard (Chief Technology Officer).
Encore Investment Group, LLC leadership
- John ShepardChief Technology Officer
- Andrew WeissChief Marketing Officer
- Sam RiceChief Compliance Officer
- Michael PaulusFounder / CEO
- John GavinSenior Vice President CIMA®
- Daric OlsonVice President
2 more named people on record for Encore Investment Group, LLC, with roles, board committees and tenure — see the full roster →
Encore Investment Group, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $575,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Encore Investment Group, LLC competitors
A few of Encore Investment Group, LLC's closest competitors — see the full list of competitors and alternatives →
Navy Capital is a fee-only fiduciary private wealth practice that provides investment stewardship, wealth planning, tax structuring, estate legacy planning, philanthropy, and family office services. It serves a select group of individuals and families seeking independent advisory services.
OneAdvisory, Inc. operates as a registered investment advisor providing wealth management, financial planning, and virtual family office services. The firm serves individuals transitioning into retirement, helping them manage investments, tax planning, and financial complexities.
Sapient Capital, LLC is an independent advisory firm that provides comprehensive wealth management solutions, including strategic investment management, financial planning, and family office services. The firm serves clients aiming to preserve and grow their wealth through a tailored and cohesive financial strategy.
Parkview Holdings is an independent multi-family office and asset manager that provides wealth management, investment advisory, outsourced Chief Investment Officer (OCIO) services, consolidated reporting, and portfolio health checks. It serves individuals, families, endowments, and foundations by helping them sustain and grow their wealth across generations.
The Mather Group is a full-service wealth management firm that provides fiduciary financial planning, investment management, tax strategy, and estate planning services for individuals. Operating on a commission-free, fee-only structure, the company offers personalized financial strategies designed to align with clients' individual goals and values.
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
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More on Encore Investment Group, LLC in Xcout Intel
- 8 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access