5min chapter

Alpha Exchange cover image

Roni Israelov, President and CIO: NDVR

Alpha Exchange

CHAPTER

How Endeavour Optimizes for Clients' Unique Goals

Ronnie Israelov: Endeavour specializes in creating and managing highly customized lifestyle protected growth portfolios. Every individual or every family has a unique goal that they are trying to achieve with their portfolios, he says. And it is our belief that it is hard to optimize for those unique goals if everybody is being placed in a similar model portfolio Or a similar commingled vehicle. So we have integrated financial planning and analysis with portfolio construction.

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