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‑profit organizations, including charitable clients. Services described in the brochure include portfolio management (primarily using exchange‑traded funds and mutual funds), tailored financial planning on subjects such as retirement, tax‑efficient strategies, insurance and Social Security, and occasional recommendations of individual securities.

The firm generally advocates a passive, diversified investment style for most clients—indexing or buy‑and‑hold—with asset allocation determined through suitability questionnaires and tools such as PortfolioVisualizer, and account oversight supported by rebalancing software. For certain clients the firm may use fundamental and contrarian analysis to select a limited number of individual stocks (individual positions are generally constrained to a small portion of the portfolio) and accepts both discretionary and non‑discretionary mandates.

Noteworthy among peers, the firm explicitly serves churches and non‑profit entities and emphasizes client education and engagement through unlimited in‑person reviews, quarterly newsletters, and a separate monthly subscription service operated outside regular market hours. The brochure also notes a standard recommendation of Charles Schwab for custody and trade execution—while permitting client‑directed brokerage—and discloses that the adviser does not accept authority to vote client securities or charge performance‑based fees.