Endurance Investment Strategies, Inc.

Endurance Investment Strategies is a sole‑owner, S‑corporation registered investment adviser managing approximately $28 million for a small roster of individual clients and other advisers. The firm offers discretionary and non‑discretionary portfolio management, financial planning, and advisory consulting, and primarily recommends mutual funds and exchange‑traded funds.

The firm tailors strategies to clients’ goals, time horizon, and risk tolerance and may implement advice directly or through third‑party managed programs (TAMPs such as Orion and Measured Risk Portfolios), at times acting as a co‑adviser to those programs. Its investment toolkit includes asset allocation and modern portfolio theory as well as technical, fundamental, and cyclical analysis, and, where appropriate, may use options, short sales, margin, and short‑term trading.

Compared with many solo independent advisers, Endurance integrates TAMP relationships into its practice — including an arrangement where a TAMP receives a portion of advisory fees rather than separately deducting its own fee — and discloses potential conflicts when recommending third‑party managers. The firm also maintains an insurance license while stating it does not accept commission‑based insurance sales, and reports supplemental income from agricultural products and services, features that are atypical among peers.