“Unified by a single vision; joyful advisors lead to overjoyed clients.”
- We are looking for smart, established advisors to join our team. Capital Endurance Group offers experienced advisors the benefits of working for yourself with the advantages of a team environment. We offer operational efficiency so that you can focus on your clients, while also affording you the freedom to manage your schedule your way. The advisor-client relationship is at the heart of our business, and Capital Endurance is here to help you succeed. Professional satisfaction, personal freedom and financial reward are our advisor benchmarks. Take care of your clients and we will take care of you. We look forward to hearing from you.
Advisor Support Solutions
Custodian services provided through:
- Fidelity Investments
- Charles Schwab Advisor Services
Custom portfolio solutions provided through:
- Dimensional Fund Advisors (DFA)
- The Vanguard Group
- Direxion Investments
- iShares and others
Comprehensive technology platform includes:
- Money Guide Pro – Financial Planning
- EMoney Advisor – Client Portal, Document Vault & Client Budgeting
- Tamarac – Reporting, Rebalancing, Trading & Invoicing
- Microsoft Dynamics – Client Relationship Management
- Microsoft 365 – Integrated Business Solutions
- Strategic Compliance Consulting – Regulatory Compliance Oversight