Enhanced Investment Partners, LLC logo

Enhanced Investment Partners, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

0

Very Low

Average account size

About

Enhanced Investment Partners serves institutional and mid‑market clients, plan sponsors, endowments, foundations, registered investment advisors and high‑net‑worth families by providing a proprietary domestic equity overlay methodology and related asset‑management services. The firm delivers its Enhanced Dynamic® strategy through firm‑sponsored funds, model allocations and recommendations of separately managed accounts, ETFs and mutual funds, and it commonly provides non‑discretionary signals and manager vetting to other advisers; as of 12/31/2025 it reported no direct discretionary assets under management.

The investment approach is quantitatively driven and described as a strategic domestic equity allocation process that shifts weights among large/mid/small cap and growth/value styles while maintaining a fully invested equity stance rather than moving to cash or bonds. Analytic inputs include charting and momentum, cyclical and technical techniques and macro‑economic analytics, and implementation can follow predefined models (aggressive, moderate, conservative) on either a discretionary or non‑discretionary basis.

Compared with many peers, the firm combines periodic newsletters and explicit pension‑plan consulting for defined benefit and defined contribution sponsors with formal recommendations for manager and vehicle selection, working with plan consultants and other advisers. It also licenses its methodology to proprietary funds, operates related businesses that provide investment‑policy and analytics tools, and may perform hard‑dollar consulting (including fixed or hourly arrangements) and offer performance‑based arrangements to qualified clients under agreed high‑water‑mark terms.

Client services

Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Market timing Equity sub advisory services

Expertise

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$1,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.45% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.38% $50,000,000 - $99,999,999: 0.25% $100,000,000 - $249,999,999: 0.20% $250,000,000 - $499,999,999: 0.18% $500,000,000 - $749,999,999: 0.16% $750,000,000 - $999,999,999: 0.14% $1,000,000,000+: 0.12%

Project-based
Performance-based

Performance fee up to 20% of capital appreciation, applied to qualified clients who meet SEC Section 205-3 criteria; asset-based fee typically reduced by 50% for qualified clients.

Other

Account minimum: $1,000,000

Main office location

Enhanced Investment Partners, LLC

Chicago IL, United States

Number of offices

2

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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