Endurance Investment Strategies, Inc.

Overview

Endurance Investment Strategies, Inc. is a California-registered, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Endurance describes itself as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Its operations appear focused on serving a concentrated, private-client base rather than institutional pension or multi-state wholesale channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices