Easan Katir Wealth Management

The firm provides portfolio management and related consulting to high‑net‑worth individuals and trusts as well as to corporate pension and profit‑sharing plans and charitable institutions, and also offers pension plan design and administrative services. It manages separate accounts focused on minority interests in publicly traded securities and provides ongoing consulting and plan‑administration work, including Form 5500 preparation.

The firm pursues absolute returns using a set of non‑correlated quantitative strategies — described in the brochure as long‑term adaptive trend following, short‑term event‑driven trades, pattern recognition, and the selective use of options to mitigate risk — with investment horizons that can range from days to years. Portfolio construction is guided by a proprietary risk model that sizes positions conservatively, emphasizes liquid instruments, and the firm reports a majority of its assets under management as non‑discretionary ($5.162M non‑discretionary vs. $4.602M discretionary as of 12/31/2025).

Compared with many solo independent advisers, the firm’s client mix and service set is atypical: it explicitly serves corporate and charitable clients, offers pension consulting and plan design, and handles annual plan filings, which are not common offerings for firms of this size. The brochure also highlights the adviser’s formal Code of Ethics with community and environmental principles, daily market monitoring and client access protocols, and the use of deep‑discount custodial brokers to execute trades.