A complete list of active advisors currently associated with Endress Capital Management, L.L.C.

Warmer can help you find a great advisor at Endress Capital Management, L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Endress Capital Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.