iEngage Asset Management LLC

iEngage Asset Management provides discretionary portfolio management primarily in the investment manager capacity while also listing individuals, high‑net‑worth individuals, charitable organizations, foundations, and businesses among its client types. Services include creating individualized investment policy statements, ongoing portfolio monitoring and rebalancing, and participant account management for defined contribution plan participants via a third‑party platform.

The firm’s investment approach combines cyclical and fundamental analysis with modern portfolio theory, favoring long‑term trading but permitting tactical short‑ and intermediate‑term adjustments. Portfolios are constructed from mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, real estate funds/REITs, commodities and non‑U.S. securities, and accounts are reviewed at least quarterly under discretionary authority.

Distinctive aspects include a relatively small discretionary asset base (about $1.5 million) and a single management person operating the firm while offering both institutional‑style participant services and individual client management—an uncommon combination among peers. The firm uses a third‑party platform to manage held‑away participant accounts without obtaining client login credentials, discloses potential receipt of soft‑dollar research benefits, and maintains an account minimum that may be waived.