ENDEX is an independently owned investment research and consulting firm that serves a variety of industries. Our clients include corporations, public entities, endowment funds and foundations, investment managers and individuals. Providing services to these varied groups does create potential conflicts of interests.

Because we recognize the potential for conflicts of interest exists, ENDEX has controls in place to ensure that the best interests of our clients are served. Controls include management oversight, internal policies and procedures, consultant training, and both required and voluntary disclosure to our clients. Copies of our disclosure statement and Form ADV Part II are available upon request. Contact an ENDEX consultant for additional information.

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Privacy Policy

We are strongly committed to protecting your privacy online and have taken steps to protect the information you share with us. To help us protect your privacy, you should maintain the secrecy of the logon ID and password you may have set up in connection with your correspondence with this web site.

ENDEX may at times collect certain personal and business information in order to provide you with services or other general information. Some information is gathered when you register to receive certain ENDEX services or products. The better we know you, the better we can tailor our services to meet your needs.

ENDEX may also use your information for the purposes of providing you with any services to which you subscribe, and for other service-related activities. In this regard, it may be necessary for ENDEX to disclose your information to one or more agents and contractors of ENDEX, but such agents and contractors will be required to agree to use the information obtained from ENDEX only for these purposes.

ENDEX reserves the right to change this statement at any time by posting revisions on the ENDEX Web site. This privacy policy is not intended to, and does not, create any contractual or other legal rights in or on behalf of any party.