en·clave: a place or group that is different in character from those surrounding it. A distinct, protected environment.

Firm Overview

Enclave Advisors is an independent registered investment advisory firm serving a select group of families, businesses and charitable organizations. 

We provide comprehensive investment advice coordinated with trust and estate planning guidance and family office services.

We serve in a fiduciary capacity acting entirely in our clients’ best interests. Trust, accountability and attention to detail guide our efforts.   

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Enclave Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. 

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Our Services

 

Investment Counsel and Wealth Management

Our firm was designed after some of the most respected private family investment offices in the world. We provide comprehensive investment advice and disciplined portfolio management designed to fit each client’s unique circumstances. We serve in a fiduciary capacity. Our advice is purely objective...
 

Trust and Estate Planning Guidance

For many of our clients, protecting and preserving wealth through astute and proactive planning is as important as growing their portfolios. We guide clients in trust and estate planning, investment structure, philanthropic giving and foundation management. Our team draws on extensive multi...
 

Family Office Services

We assist clients with all aspects of their financial lives. We serve as an Investment Quarterback monitoring overall investment risk, return and structural efficiency. This includes consideration of all clients assets, including outside holdings such as real estate, private equity and other asset...

Our Team

Managing Director / Founder and Investment Committee Member

Craig founded Enclave in 2012 as a private, multi-family investment office. He serves as a Managing Director and has...

Managing Director and Investment Committee Member

Matt has more than twenty-five years of wide-ranging investment experience serving as an advisor to institutional...

Senior Portfolio Manager / Advisor

Aaron has over 20 years experience analyzing and investing in both public and private companies. Prior to joining...

Director of Client Operations

Christine guides Enclave Advisor’s operational and client reporting functions. Prior to joining Enclave, Christine was a...

Chief Compliance Officer and Operations

Jenny has more than ten years of experience in investment firm operations. Prior to Enclave, she served as the CFO/COO...