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We do this not only because it is the right thing to do, but also because we abide by the fiduciary standard
We do this through our smart portfolio management strategy Smart Indexing approach, which incorporates Modern Portfolio Theory and equal sector/size weighting.
By cutting out commissions, transactional and annual fees, and offering you one, all-in management fee at a significantly reduced cost when compared to a traditional broker.
Our Advisors are available whenever you need them, by phone, web conference, chat or email.
We take your total net worth into account, not just the portion we manage.
We do this by applying tax loss harvesting, reallocating assets to tax-deferred accounts, and helping you realize higher yields in your retirement account.
Endovia Family Office is a boutique Wealth Management and Family Office Unit working towards your continual financial well-being in the present and the future. We believe your wealth holds the potential to become something everlasting. We help you explore that potential, to turn it into your legacy. Initiated in 2013, the company was the brainchild of a wealth manager from JP Morgan and a Tax attorney who discovered a gap in the financial services industry giving rise to a need for Comprehensive Wealth Solutions.learn more