Endress Capital Management, L.L.C.

Endress Capital Management provides discretionary and non-discretionary financial planning and investment management to individuals, businesses, churches and non-profits. The firm manages client portfolios using diversified holdings such as exchange-traded funds and mutual funds while tailoring advice to client circumstances like age, risk tolerance and tax situation.

The firm generally advocates a passive investment style—indexing or buy-and-hold—while retaining the flexibility to recommend individual securities for certain clients; individual stock positions are typically limited so that no single holding represents more than about 5% of client assets. Investment recommendations are based on suitability questionnaires and conversations with clients, and the firm uses tools such as PortfolioVisualizer® and iRebal® to inform allocation and rebalancing decisions, combining fundamental and occasional contrarian analysis for stock selection.

Compared with many peers, Endress Capital’s client mix explicitly includes charitable organizations (churches and non-profits), and the firm also delivers educational resources beyond routine reporting, including a monthly subscription service run by the firm’s principal, quarterly newsletters and in-person reviews. The combination of a primarily passive framework with limited, analytically driven individual security selection and an explicit focus on nonprofit/charitable clients distinguishes its practice among similar independent advisers.