16100 Swingley Ridge Road
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.
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.