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Our Investment Philosophy

Endeavor Wealth Management’s investment philosophy is to construct investment portfolios designed with a goal to provide clients with the necessary growth to help pursue their long term goals with particular attention to risk management. Our investment portfolios are actively managed and all contain a tactical component. We design portfolios that address short-term market fluctuations and allow clients to maintain their focus on long-term goals. We manage four diversified asset allocation models with different risk levels and five equity-based models designed for longer-term growth.

  • Tactical Asset Management - Fundamental, technical and quantitative analysis is used to decide when to own a security or asset class and when to hold that position in cash. This strategy aims to participate in most of the gains and avoid most of the losses, thus possibly delivering higher returns with a potentially less volatile experience to our clients.

  • Efficiently Constructed Portfolios - Attention to the cost structure of investment vehicles used is important. A portfolio with very high internal expenses can be a drag on long term investment performance.

  • Adaptability and Diversification - Our goal is to manage volatility in the overall portfolio. Our team considers the broadest possible range of asset classes and then tactically manages their inclusion in the portfolio. Different investments perform better or worse at different times depending on market conditions. You need to be able to adapt.

  • A Consistent Approach - Endeavor Wealth Management maintains a consistent portfolio construction process to focus on the big picture and withstand short-term market changes.

  • Building a portfolio is like sports - we want to put our best players on the field, but we need players with different skills. A football team with only quarterbacks would not achieve success on the field.

No strategy can assure success or protects against loss. Stock investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. It is not possible to determine the top or the bottom of the market.