Endurance Investment Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Financial planning services fee ranges from $1,000 to $5,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.20% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80%
$200 per hour for advisory consulting services
Account minimum: $250 Minimum fee: Minimum fee of $250 to open and maintain an advisory account; may be waived at discretion
Main office
Fresno CA
Advisors at this office
1
Most active in
California
Also doing business as
Endurance Investment Strategies · Endurance Investment Strategies, Inc. · White, Matthew David
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)