Essential Investment Partners, LLC

Essential Investment Partners, LLC is a registered investment adviser based in Englewood, Colorado. Established in 2019, the firm is co-owned by Michael K. Haines and Jonathan F. Zeschin, who serve as the chief investment officer and chief executive officer, respectively. Essential offers customized investment and financial management services to individuals, family entities, partnerships, trusts, retirement plans, and charitable organizations. As fiduciaries, they prioritize clients' interests and create Investment Policy Statements for each portfolio. Essential typically manages portfolios on a discretionary basis but may offer non-discretionary management in certain cases. The firm's investment strategies include the Essential Growth PortfolioSM, designed for high net worth investors focusing on risk control and capital appreciation. Fees for Advisory Services are based on a percentage of assets under management, with a minimum fee of $10,000 or an initial investment of $1 million. Essential does not charge performance-based fees and may provide wealth management consulting services on an hourly basis. Clients receive quarterly reports and have the right to terminate the agreement within five business days without penalty. The firm does not have custody of client assets, and clients receive quarterly statements from the custodian. Essential does not have any material disciplinary history, and its employees adhere to a Code of Ethics. Jonathan F. Zeschin and Michael K. Haines have professional designations as Certified Public Accountants and Certified Financial Planners.