Author: Bret Sinak & Ron Portell

Bret Sinak, MBA, AIF®, and Ron Portell, CAP®, are co-founders and managing directors of Endeavor Wealth Management, one of the few wealth management firms to specialize in investment consulting and money management for institutions, foundations and endowments. Sinak and Portell utilize over 30 years of combined experience to help philanthropic entities plan for their financial needs. Visit www.endeavorwealthmgt.com for more information. Note- Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Investing involves risk including the potential loss of principal. No strategy can assure success or protects against loss. Asset allocation does not ensure a profit or protect against a loss. 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.