Endurance Investment Strategies, Inc.

Overview

Endurance Investment Strategies, Inc. is an independent registered investment adviser that serves individuals and families and positions itself as a capital allocator. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialist managers. Fee arrangements are flexible—percentage of AUM, hourly billing and fixed fees—which supports both ongoing advisory relationships and project work. Investment policy shows a clear equity preference: exchange-traded equities are the dominant exposure within the firm’s $25.0M in total assets. Endurance runs both discretionary and non-discretionary mandates, with a larger share managed on a discretionary basis. The firm also uses third-party alternative managers across real estate, commodities, REITs and oil & gas, and supplements public-market exposures with annuities and corporate debt when appropriate. Endurance does not identify as an active ESG investor and operates from a single-office setup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices