Envest Asset Management, LLC (“EAM”) is a registered investment adviser offering advisory services in the State(s) of CA, CT, NY, PA, VT and in other jurisdictions where exempted. EAM has notice filed in the state of TX.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EAM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EAM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

EAM may recommend that you open an account with Charles Schwab & Co., Inc. to maintain custody of your assets. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

 

EAM may recommend investment advisory services through the custodial platform offered by Altruist Financial LLC (“Altruist”), and its current clearing firm, Apex Clearing Corporation (each unaffiliated SEC-registered broker dealers and FINRA/SIPC members). Custody, clearing and execution services are provided by Apex Clearing Corporation through April 20, 2023, following which date, these services will be provided by Altruist Financial LLC as a self-clearing broker-dealer. Although we recommend that clients establish accounts at Altruist, it is the client’s decision to custody assets with Altruist.

Both Schwab and Altruist are separate and unaffiliated with Envest Asset Management, LLC, and are not responsible for each other’s services or policies. Neither Schwab nor Altruist endorse or recommend any advisor.