Skip to main content
Yale's $41.4 billion endowment (as of June 30, 2024) Source: Yale.edu
Dec 19
Love0

2025 Internship: Financial Advisor Career Track

By Family Office, General, Wealth Management

Financial Advisor Career Track Internship

Do you get excited about making investments or helping others with their investments? Do you have excellent interpersonal and leadership skills?  Do you dream about becoming a personal financial advisor? If so, we invite you to apply for Endowment Wealth Management’s 2025 Summer Financial Advisor Career Track Internship.

Personal financial advisors help individuals manage their money and plan for their financial future. A career as an advisor has a promising future. Over the next decade, 37% of financial advisors are expected to retire. Meanwhile, over the next few decades, parents and grandparents are expected to pass $84 trillion to charities to the next generation, who will need help and guidance in managing their inheritance.

Endowment Wealth Management® (“EWM”) is offering a Financial Advisor Career Track Internship opportunity for the summer of 2025. The paid position(s) in our corporate headquarters in Appleton, WI, will challenge you to apply your classroom work in a real-world environment, supporting our credentialed, experienced investment advisory and management team. The internship(s) will involve tasks and activities intended to provide you with an opportunity to provide a solid foundation for a financial advisor career, including:

  • Gathering information and supporting the development of financial plans
  • Client meeting preparation and post-meeting follow-up
  • Curating and distributing (through traditional and digital channels, including websites, social media, and client newsletters) relevant personal finance, investments, and economics content
  • Use of various financial planning and advisory technology tools, including turnkey asset management and custodial platforms, client-relationship management, financial planning, risk assessment, and performance reporting software
  • Understanding of portfolio construction methodologies, asset allocation, and various investments and investment products, including exchange-traded funds (ETFs), traditional investments, alternative investments, private funds, and more
  • The regulatory environment that advisors need to navigate while servicing their clients.
  • Opportunity to gain professional work experience in an area related to your degree, learn from other professionals, benefit from a team experience, and cultivate a professional network to help get you started on a career path as a financial planner and advisor.

Responsibilities:

  1. Assist financial advisors with client meetings, presentations, marketing, and financial planning sessions.
  2. Collaborate with members of our advisory team to develop personalized financial plans for clients.
  3. Learn and utilize financial software for client relationship management and performance reporting.
  4. Gain exposure to various aspects of the financial services industry, including wealth management, retirement planning, and investment strategies.
  5. Participate in training sessions and workshops to enhance your knowledge of the economy’s current state, financial markets, and industry tools.
  6. Shadow experienced, credentialed financial advisors to learn best practices and gain insights into client relationship management.
  7. Contribute to the development and implementation of marketing initiatives to attract new clients.
  8. Assist with information gathering and investment research, economics, personal finance, compliance, and other relevant topics.

Requirements for Applicants:

  • Currently pursuing a bachelor’s or master’s degree in finance or a related field and have completed their junior year of coursework with a targeted emphasis on finance, personal finance, investments, economics, entrepreneurship, or a related course of study. We will consider candidates who have completed their sophomore year, provided they have completed some of the upper-level finance coursework, experience, or maturity level required for the position.
  • 3.5 or better GPA
  • Proficient in Microsoft Suite Office applications (PowerPoint, Word, Excel, Publisher)
  • Excellent interpersonal, written, and verbal communication skills, including writing, editing, and proofreading proficiency.
  • Have completed your basic-level finance courses and can demonstrate a basic understanding of general investing concepts and financial industry terminology.
  • Availability to work full-time hours during the summer of 2025 in our Appleton home office
  • Self-motivated, enthusiastic, interpersonal and communication skills, and well-organized
  • Possess a solid attention to detail and proven ability to multitask and meet deadlines.

The ideal candidate will also:

  • Currently reside or have strong connections to Northeast Wisconsin
  • Have completed advanced business/finance courses.
  • Working towards or considering a career in financial planning, investment advisory, or investment management industry.
  • Be seeking to acquire a Certified Financial Planner (CFP) designation (required for all EWM advisers)

Salary/Benefits

  1. Comprehensive training, including valuable insights and mentorship from experienced financial advisors.
  2. Exposure to various financial products, services, and strategies.
  3. Hands-on experience in client interactions and financial planning.
  4. Networking opportunities with professionals and industry leaders.
  5. Valuable insights and mentorship from experienced and credentialed financial advisors.
  6. Potential for future employment opportunities

This internship position is for temporary full-time employment from May through August 2025, with a possible part-time continuation through the 2025-2026 school year.

Number of openings:         1

Pay rate:                           $15 per hour

Position Type:                  Full time

Weekly Hours:                 40

Benefits eligible:              No

Location:                          Appleton, WI

Office Schedule:               Monday-Friday 8 AM – 5 PM

Endowment Wealth Management, Inc. is an equal opportunity employer. Candidates must be authorized to work in the United States and not require work authorization sponsorship by our Company for this position now or in the future.

HOW TO APPLY:

To apply for this internship, please send your resume, cover letter explaining why you are the ideal candidate for this position, and any relevant academic transcripts to Tim Landolt at [email protected]. We are excited to review your application and discuss how this internship can be a valuable stepping stone toward a successful financial planner and advisor career.

Company Description

EWM and its affiliates are financial services firms headquartered in Appleton, WI. We are thought leaders in the investment advisory and investment management business, serving families, advisory firms, non-profits, and institutional clients locally, regionally, and nationally within the context of our Endowment Investment Philosophy®. We are co-creators of the Endowment Index® calculated by Nasdaq OMX®.

About EWM

Endowment Wealth Management, Inc. is an independent private wealth management firm whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations, and other institutions. We are valued family wealth advisors to clients throughout the United States because we serve our clients as fee-only fiduciaries, our experienced professional team, and our use of the Endowment Investment Philosophy® to help diversify a client portfolio with traditional and alternative assets.

About our Affiliates:

ETF Model Solutions, LLC develops ETF-based investment models within the framework of the Endowment Investment Philosophy. We seek to provide investment solutions to 401(k) plans, other Investment Advisors, Family Offices, Endowments, Foundations, Trusts, and Individual Investors. Embark is our digital solution providing individual investors access to our Endowment Investment Philosophy.

Global Alternatives Investment Management LLC curates opportunistic alternative investment opportunities for high-net-worth clients and institutional investors. Our private funds target co-investments, private equity, and venture capital investments domestically and internationally, including in Europe, Southeast Asia, and Central America. Our unconstrained, “go anywhere” approach to investing has targeted companies across industries, including telecommunications, technology, fintech, crypto, transportation, cannabis, defense electronics, medical imaging, retail, stock exchanges, artificial intelligence, and others.

Dec 19
Love0

Preqin: Hedge Fund Launches at 24-Year Low

By Alternative Investments, News, Wealth Management

The hedge fund sector is experiencing a significant decline in new fund launches, with 2024 set to hit a 24-year low, according to data from Preqin. Only 123 funds were launched by the end of Q3, a steep drop from the 2017 peak of 697. This slowdown is driven by challenging fundraising conditions in the U.S. and Europe and tighter regulations in China.

Funds focused on certain niches including insurance-linked securities and cryptocurrencies are bucking the trend. Multi-strategy funds have also demonstrated steady growth, increasing 4% annually since 2017.

The average hedge fund returned 10% through the nine months ended September 2024. Hedge funds have attracted $25.5 billion in new investments during Q3, even with $8.4 billion being distributed to investors over the past year.

Despite the decline in new fund launches, fund closures have reached their lowest point in a decade, signaling industry consolidation and adaptability.

You can access the full Preqin press release at Reuters.com.

Aug 08
Love0

Global Alts Successfully Closes Venture Capital Fund Targeting Strategic Investment in Groq

By Alternative Investments, Press Release, Private Equity

Appleton, Wisconsin

Global Alternative Investment Management LLC (“Global Alts”) is pleased to announce the successful close of its latest venture capital fund, Global Alts SPV LLC- Groq AI fund (the “Fund”) targeting a strategic investment in Groq, a pioneering AI technology company developing chips to run generative AI models faster than conventional processors.

The Fund’s investment in Groq was acquired indirectly through a private investment vehicle participating in Groq’s recent $640M Series D round at a valuation of $2.8B. Groq’s round was led by funds and accounts managed by BlackRock Private Equity Partners with participation from both existing and new investors including Neuberger Berman, Type One Ventures, and strategic investors including Cisco Investments, Global Brain’s KDDI Open Innovation Fund III, and Samsung Catalyst Fund.

About Groq

Groq builds fast AI inference technology. Groq® LPU™ AI inference technology is a hardware and software platform that delivers exceptional AI compute speed, quality, and energy efficiency. Groq, headquartered in Silicon Valley, provides cloud and on-prem solutions at scale for AI applications. The LPU and related systems are designed and manufactured in North America. The unique, vertically integrated Groq AI inference platform has generated skyrocketing demand from developers seeking exceptional speed.

About Global Alternatives Investment Management

Global Alts seeks to provide its clients with opportunistic alternative investments on a global scale. With more companies staying private for longer, Global Alts targets unique investment opportunities into transformative, disruptive businesses through direct investments, secondary market purchases, and co-investments. Since spinning out from its RIA affiliate in 2021, Global Alts has launched six funds, targeting late-stage global technology venture capital, financial technology, and single-purpose funds targeting Indian-based companies. The founding partners of Global Alts have a 25+ year history of sourcing alternative investment opportunities. Using our innovative approach, the Global Alts team excels in creating bespoke one-investor funds tailored specifically for high-net-worth families, foundations and endowments ensuring personalized and strategic investment solutions.

Press & Investment inquiries

Prateek Mehrotra, MBA, CFA, CAIA

Chief Investment Officer

[email protected]

920.785.6010

The press release is for Informational purposes only and does not constitute an offer or solicitation to sell shares or securities in any investment or company. Interests in any alternative investment vehicle are offered only pursuant to the terms of a confidential private placement memorandum (the “Memorandum”), which is furnished only to accredited and/or qualified investors on a confidential basis for their consideration in connection with the private offering. All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. For additional information on the risks of alternative investments, please visit our website.

Jul 10
Love0

Global Alts Closes Private Equity Fund and Acquires Shares in the National Stock Exchange of India

By Alternative Investments, Press Release, Private Equity

APPLETON, WI July 10, 2024— Global Alternative Investment Management LLC (“Global Alts” or the “Firm”), is pleased to announce the successful close of its latest private equity fund, Global Alts SPV LLC- NSE India (the “Fund”). The Fund has completed the strategic acquisition of shares in the National Stock Exchange of India, Ltd. (NSE), marking a significant milestone for our Firm with this direct investment into the Indian-based company.

About the National Stock Exchange of India, Ltd.

Established in 1992 and known for its state-of-the-art technology and robust trading systems, NSE’s trading platform for equities, derivatives, currencies, debt securities and mutual funds has grown into one of the leading stock exchanges in India and one of the largest exchanges in the world. NSE holds a pivotal role in India’s expanding economy, acting as a catalyst for economic growth by providing a robust, efficient, and transparent market infrastructure that supports the development of businesses, encourages domestic and foreign investment, and enhances financial inclusion.

Growth Potential of the Indian Economy

India’s economy is currently the world’s fifth largest. Due to favorable demographics, government reforms aimed at improving the ease of doing business, and significant infrastructure development, the Indian economy is also one of the world’s fastest growing.  Home to over 1.4 billion people, India recently surpassed China as the populous country in the world. The demographic profile of India is notably young, with approximately 65% of the population under the age of 35. India’s young and rapidly expanding workforce, and a burgeoning middle class with rising disposable incomes offers a vast pool of talent and a growing consumer base with the potential to drive future economic growth.

About Global Alternatives Investment Management

Global Alts seeks to provide its clients with opportunistic alternative investments on a global scale. With more companies staying private for longer, Global Alts seeks to provide its investors with unique investment opportunities into transformative, disruptive businesses through direct investments, secondary market purchases, and co-investments. Since spinning out from its RIA affiliate in 2021, Global Alts has launched five funds, targeting late-stage global technology venture capital, financial technology, and single-purpose funds targeting Indian-based companies. The founding partners of Global Alts have a 25+ year history of sourcing alternative investment opportunities. Using our innovative approach, the Global Alts team excels in creating bespoke one-investor funds tailored specifically for high-net-worth families, foundations and endowments ensuring personalized and strategic investment solutions.

Press & Investment inquiries

Prateek Mehrotra, MBA, CFA, CAIA

Chief Investment Officer

[email protected]

920.785.6010

View Official Press Release Here: https://ereleases.com/y/ndib 

The press release is for Informational purposes only and does not constitute an offer or solicitation to sell shares or securities in any investment or company. Interests in any alternative investment vehicle are offered only pursuant to the terms of a confidential private placement memorandum (the “Memorandum”), which is furnished only to accredited and/or qualified investors on a confidential basis for their consideration in connection with the private offering. All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. For additional information on the risks of alternative investments, please visit our website.

Feb 21
Love0

Sudden Wealth: What Should You Do If You Strike It Rich?

By Wealth Management

EXECUTIVE SUMMARY

What if you received a large sum of money out of the blue through an inheritance, settlement, stock options or other type of big payout? While it might seem like all your problems would be solved, the fact is that sudden wealth can come with unexpected issues and challenges.

In this month’s Flash Report, Sudden Wealth: What Should You Do If You Strike It Rich?, we’ll show you why “getting rich quick” can create serious financial and relationship problems—along with a process to avoid the pitfalls of sudden wealth and get set up for success.
Read More

Aug 08
Love0

Update on your Yellow Retirement Benefits

By 401k, Retirement

Yellow Corp officially filed Chapter 11 bankruptcy Sunday (8/6/23). Pensions & Investments published an article on August 7th, 2023, discussing the status of your Yellow Corp. retirement benefits.

Key Takeaways:

  • Participants whose benefits transferred to the insurance company in 2021 are not affected and will continue to receive 100% of their benefits.
  • Union employees will continue to receive their pension benefits. (These benefits will remain reduced).
  • Pension Benefit Guaranty Corp (PBGC) has the option to terminate Yellow’s pension and take it over.

Participants in the non-union Yellow pension plans should keep a close eye on what the PBGC decides to do in the coming days to understand what will happen to your benefits.

See Full Article:

https://www.pionline.com/pension-funds/yellow-corp-non-union-pension-participants-waiting-mode-after-bankruptcy-filing?utm_source=p-i-breaking-news-alert&utm_medium=email&utm_campaign=20230807&utm_content=hero-readmore&CSAuthResp=1691500914609%3A0%3A479097%3A391%3A24%3Asuccess%3AC9887CB4319507AFAD702BEFD9C37858#cci_r=

Jul 25
Love0

Fortune: Uninsured depositors remain a ticking time bomb for the U.S. Banking system

By Market Outlook

According to Fortune, 40% of all deposits remain uninsured. Deposit insurance in U.S. banks is provided by the Federal Deposit Insurance Corporation (FDIC); for credit unions, it’s the National Credit Union Administration. The maximum amount covered is $250,000 in a bank account (although there are ways to have multiple covered accounts).  EWM is helping high net worth individual or a business with more than $250,000 in deposits increase their FDIC insurance, through Cantor Fitzgerald’s CF Cash Program. Learn more at EndowmentWM.com/cash.

 

Jul 05
Love0

Earn More with your Cash!

By MoneyTips, Wealth Management

According to Bankrate’s most recent survey, the average interest rate on savings accounts is 0.49% APY with some larger banks, such as Chase, U.S. Bank, and Bank of America paying only 0.01% APY (Bankrate weekly survey dated 6/28/2023).  What Is The Average Interest Rate For Savings Accounts? | Bankrate

Endowment Wealth Management’s CF Cash Program, as of 7/5/2023, is paying 4.34% APY on the first $1M of deposits and 3.85% on any deposits above $1M. Don’t let big banks take advantage of your deposits! To learn more about our CF Cash Management Program, please visit www.endowmentwm.com/cash

Dec 30
Love0

How Public Pensions are Handling Private Equity in the Current Environment

By Private Equity, Retirement

A recent Pitchbook article provides some insight into public pension manager’s private equity allocation in the current market.  The past twelve years have seen rising institutional asset allocations to private equity as declining public market return assumptions, combined with fixed return mandates affected increased allocations to alternative assets.  However, PE investors see current macroeconomic environment and inflation as heightening the risk for the asset class for the two to three years. Such risks, along with valuations are causing some, but not all institutional investors to consider reducing their PE allocations.  That may be the wrong approach, as the best years for PE have historically often been in the few years following recessionary periods, as valuations are typically more favorable. Will it be different this time? Some argue that valuations are higher and the overall allocation to the space is higher than previous periods. The trend has been that more companies are remaining private for longer periods of time and with the current IPO market so narrow, investors seeking higher returns may need to continue to lean into the space. To see the full article, see Will public pensions stick to their PE targets in 2023? Pitchbook.com 12/13/2022.