Enright, Mollin, Cascio & Ramusevic, Inc.

Enright, Mollin, Cascio & Ramusevic, Inc. provides personalized investment supervisory services and advisory consultations to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm serves as a fiduciary for retirement accounts and typically manages client portfolios on a discretionary basis while documenting objectives and constraints in investment policy statements.

EMCR implements a global balanced allocation approach that emphasizes mutual funds and ETFs, with selective use of individual stocks and bonds and a broad range of fixed-income exposures; it relies on sources such as Morningstar and Advisor Intelligence to inform selections. Asset allocation and diversification are the firm’s primary risk-control tools, and portfolios are tailored to each client’s stated risk tolerance, liquidity needs and investment timeline.

Distinctive features include managing roughly $293.5 million in discretionary assets with a small advising team, which results in a relatively high AUM per advisor compared with peers. The firm’s principals have ownership interests in Ramusevic, Cascio & Kaplan, CPAs, and some EMCR clients also receive tax services from that affiliated accounting firm (EMCR discloses there is no referral obligation); EMCR also requires use of Charles Schwab or Fidelity as custodians for client accounts.