Endowe Advisory LLC

Endowe Advisory is a registered investment advisor that provides automated investment management services exclusively through its proprietary digital platform and mobile application. Endowe Advisory does not offer in-person or telephone consultations; all client interactions, onboarding, and communications occur electronically. Through its digital platform, Endowe Advisory builds and manages diversified portfolios using exchange-traded funds, mutual funds, individual equities, and fixed-income securities based on algorithmically generated recommendations. The firm operates in conjunction with an affiliated company, Endowe Inc., which facilitates online cash gift registries allowing family and friends to contribute funds that are automatically transferred into the client's brokerage account held at Interactive Brokers. Endowe Advisory employs strategic and tactical asset allocation methods and continuously monitors client accounts to maintain target allocations while providing ongoing portfolio oversight.