Why Us
We are differentiated from other advisors by our proactive fee management, accountability for investment results and transparent communication.
We chose the name Entasis (en-tuh-sis) because we believe most investors pay premium fees for overly complex portfolios, creating the illusion of value. In architecture, entasis corrects for the illusion of concavity in a column.
It is the mission of our firm to use our decades of investment experience to develop low cost, understandable portfolios using our in-house research to correct for that illusion and increase potential return outcomes for clients.
BOB BATCHELOR, CFA®, CFP®
CEO & CO-FOUNDER
BOB BATCHELOR, CFA®, CFP®
Bob J. Batchelor, CFA®, CFP® is Co-Founder and Chief Executive Officer of Entasis Asset Management. Bob has 27 years of experience in the investment industry. Prior to founding Entasis, Bob worked at Artisan Partners where he held a variety of roles including Head of Corporate Communications, Managing Director, Head of Marketing and Technology and Head of Marketing and Communications. He also served as a member of Artisan Partners Executive Committee. Before Artisan Partners, Bob worked at Strong Capital Management as Client Account Manager and Director of Investment Research and Communication.
Bob holds an M.B.A. from Marquette University and a B.B.A. from the University of Wisconsin-Madison. He has earned the right to use the CFA designation. Bob is a member of the CFA Institute and CFA Society of Milwaukee. Bob has also earned the Certified Financial PlannerTM Certification, SE-AWMATM professional designation and is a SmartVestor Pro recommended by Ramsey Solutions.
C.J. BATCHELOR, CFA®
CIO & CO-FOUNDER
C.J. BATCHELOR, CFA®
Charles J. (C.J.) Batchelor, CFA® is Co-Founder and Chief Investment Officer of Entasis Asset Management. C.J. has 21 years of experience in the investment industry. Prior to founding Entasis, C.J. worked at Cleary Gull, a multi-billion dollar investment advisory firm, as Director of Investment Research. He also served as a member of Cleary Gull’s Investment Policy Committee, Investment Committee and Equity Strategy Group.
C.J. holds a B.B.A. in Finance from the University of Wisconsin-Milwaukee. He has earned the right to use the CFA designation. C.J. is a member of the CFA Institute and CFA Society of Milwaukee.
MIKE PETERS, CFA®
SENIOR WEALTH ADVISOR & CO-FOUNDER
MIKE PETERS, CFA®
Mike Peters, CFA® is Co-Founder and Senior Wealth Advisor at Entasis Asset Management. Mike has 21 years of experience in the investment industry. Prior to founding Entasis, Mike worked at Cleary Gull, a multi-billion dollar investment advisory firm, as Fixed Income Portfolio Manager. In his role he served as a voting member of Cleary Gull’s Fixed Income Strategy Group and Complement (Alternative) Strategy Group. Before Cleary Gull, Mike worked for several years at Madison Investment Advisors, a multi-billion dollar asset management firm, as a Fixed Income Analyst.
Mike holds a B.B.A. in Finance from the University of Wisconsin-Milwaukee. He has earned the right to use the CFA designation. Mike is a member of the CFA Institute and CFA Society of Milwaukee.
DAVID LACROIX
SENIOR WEALTH ADVISOR
DAVID LACROIX
David D. LaCroix is a Senior Wealth Advisor at Entasis Asset Management. David has more than 50 years of experience in the investment industry. Prior to joining Entasis, he worked at Cleary Gull Advisors, a Johnson Financial Group Company, and Cleary Gull Inc., a prior affiliate of Cleary Gull Advisors, where he most recently served as Vice President, Relationship Manager responsible for high net worth clients. Before Cleary Gull, David worked in a variety of portfolio management and client relationship management positions with A.G. Edwards and M&I Capital Markets Group.
David received his M.B.A. and B.B.A. in Finance from the University of Wisconsin-Madison. He has served as a member of the Archdiocese of Milwaukee Investment Committee, as a Trustee for the Village of Shorewood and as Director/Treasurer of Milwaukee Summerfest.
ASHLEY FREDRICKS, CPA/PFS
SENIOR TAX PLANNER
ASHLEY FREDRICKS
Ashley Fredricks, CPA/PFS, brings over 22 years of public accounting experience to her role as Senior Tax Planner at Entasis Asset Management. Her background includes work in the private sector, giving her a comprehensive understanding of business operations and financial management. In addition to her role at Entasis, she serves as Principal of her own independent firm.
Specializing in tax planning, Ashley helps clients identify tax savings opportunities, optimize their financial structures, and ensure compliance with ever-evolving tax regulations. She builds strong client relationships and tailors strategies to meet their specific financial goals.
Ashley holds a Master of Science in Professional Accounting, with a concentration in Tax, from the University of Wisconsin-Milwaukee. She is an active member of the AICPA and WICPA. Committed to staying at the forefront of her field, Ashley continually pursues professional education to remain current on the latest tax laws and practices. She has also earned the Certified Public Accountant (CPA) and Personal Financial Specialist (PFS™) designation.
Our Beliefs
Cost
We believe the average investor pays too much for financial planning and portfolio advice. We also believe that costs quickly limit the potential for wealth compounding. Our fee schedule is designed to be below industry averages.
Research
We believe that accountability and thorough, grass roots research is critical to generating outsized returns. Our founders average more than 20 years of investment experience and we conduct all of our research in house.
Focus
We believe investing has gotten overly complex and excessively engineered. We believe this creates distractions that limit return outcomes. Our portfolios emphasize a group of investments that our clients can understand.
Access
We believe everyone should have access to an experienced investment professional and high quality asset management. Our account minimums, fees and portfolios reflect this conviction.
The Entasis Difference
Experienced Investors
We are investors with a passion for investing. Each of our founders is a CFA charterholder and collectively our team has decades of experience in investment analysis, portfolio construction, due diligence, research and security valuation.
Sound Operational Platform
We understand the importance of a strong operational foundation to the experience clients have with our firm. We have made it a priority to partner with high quality firms to ensure our interactions with clients are focused on their financial goals and priorities.
Proactive Total Fee Management
We believe it is the duty of investment advisors to provide clarity to clients about the type and amount of fees being paid and to disclose conflicts of interest. We are only compensated by an advisory fee, but proactively manage product and platform fees to limit total client fees to the greatest extent possible.
Institutional Research Process
We own the investment analysis and recommendations for client portfolios. We do not rely on a third party or “home office” to do research for us. We follow a methodical, patient approach to selecting investments. Our research process is proprietary and includes extensive interactions with management, portfolio managers, analysts and other key decision makers.
Transparent Communication
We believe in regular, understandable communication. We clearly articulate our process and conclusions. No surprises. We adhere strongly to the notion that “if you can’t explain it simply, you don’t know it well enough.” We want our clients to have a high level of comfort in their portfolios and the decisions we make.
Investment Process
At Entasis Asset Management, we believe that a methodical research process and a deep understanding of investments are necessary to build high-conviction portfolios, which are the foundation for risk-adjusted outperformance relative to the broad market over a complete market cycle.
We utilize a combination of bottom-up investment manager and security analysis, along with top-down macro analysis to build optimal risk-adjusted portfolios. Our risk-conscious, diversified approach may invest in actively-managed equity, fixed income, alternative and mixed-asset investment products and liquid, individual securities.
Portfolios are constructed through the implementation of our Core / Completion philosophy and incorporate each client’s tax situation, investment goals, time horizon and risk tolerance, among other factors. Our Core / Completion philosophy was developed over time through extensive research into broad asset classes, sub-asset classes, interaction of those asset classes with one another, and the probability of active manager success over a complete market cycle. All of our asset allocation decisions rely on our investment manager research process, individual security research process and our decision making structure for investment vehicles.
Click this link for our Investment Process brochure.
