Investment Management is our core business offering. We use dynamic portfolio management software to create portfolios tailored to individual client needs. The investment management service accounts for the management of funds, regular results reporting, and routine market commentary. Essential Wealth Management, LLC is our related entity which handles all investment management work.

Essential Investing has extensive experience reviewing and providing recommendations on alternative investments, even when they fall outside of our management. Such investments include but are not limited to venture capital, direct real estate investment, and alternative investments (REITs, BDCs, and other illiquid investments). This service is complementary for our investment management clients, or can be offered on a retainer agreement.