Yale's $44.1 billion endowment (as of June 30, 2025) Source: Yale.edu
Jun 08
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Endowment Wealth Management Named to Best Financial Advisory Firms of 2026 by USA TODAY

By General, News, Press Release

Endowment Wealth Management, Inc. (“EWM”) is proud to announce its recognition as one of USA TODAY’s Best Financial Advisory Firms for 2026. This national recognition reflects EWM’s continued commitment to fiduciary excellence, personalized wealth management, and long-term client relationships.

The ranking recognizes financial advisory firms across the United States based on a combination of short- and long-term growth metrics and recommendations from clients and peers. EWM is honored to be included among firms recognized for their dedication to helping clients pursue their financial goals through comprehensive planning and disciplined investment management.

A Recognition Rooted in Fiduciary Commitment

At EWM, our mission has always been centered on helping individuals, families, and institutions build, preserve, and transfer wealth through customized financial strategies aligned with their unique goals and values.

We believe this recognition reflects the trust our clients place in us and the dedication of our team to delivering objective guidance and personalized service. As a fiduciary, EWM is committed to acting in the best interests of our clients while maintaining a disciplined, long-term approach to financial planning and investment management.

About Endowment Wealth Management

Headquartered in Appleton, Wisconsin, EWM serves clients throughout the United States with comprehensive wealth management and financial planning services. Our proprietary Endowment Investment Philosophy® combines traditional and alternative investment strategies with proactive risk management and customized financial planning.

Our team works closely with clients to develop personalized strategies designed to help them navigate changing markets, prepare for life transitions, and pursue long-term financial confidence.

Thank You to Our Clients and Community

We are honored to receive this recognition and appreciate the confidence our clients place in our firm. Relationships remain at the center of everything we do, and we are honored to continue serving as a trusted resource for our clients’ financial lives.

As we look ahead, EWM remains committed to delivering thoughtful guidance, fiduciary care, and personalized wealth management strategies tailored to each client’s unique needs.

Learn More

View the USA TODAY ranking methodology here: USA TODAY’s Ranking Methodology

 

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

 

Disclosure: The USA TODAY Best Financial Advisory Firms 2026 ranking was published on April 15, 2026 and developed by USA TODAY in partnership with Statista Inc. The award is based on data evaluated through January 2026, including AUM growth over the 12 months from January 2025–January 2026 and mid-term growth from 2023–2026. Recommendations were weighted at 20% and AUM development at 80%. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain or market this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Statista’s ranking methodology can be found Here.[/vc_column_text][/vc_column][/vc_row]

Apr 14
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Endowment Wealth Management Named to America’s Top Financial Advisory Firms 2025 by Newsweek

By General, News, Press Release

Endowment Wealth Management, Inc. has been recognized by Newsweek and Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2025. This prestigious honor places us among the top 750 SEC-registered firms nationwide, highlighting our commitment to fiduciary excellence, personalized service, and long-term client success.​

A Testament to Our Client-Centered Approach

The selection process for this ranking was rigorous, evaluating over 15,000 financial advisory firms based on key performance indicators such as asset and client growth, advisor expertise, breadth of services, and conflict-of-interest management.

This recognition underscores our dedication to delivering tailored financial strategies and maintaining the highest standards of fiduciary responsibility.​

Who We Are: Endowment Wealth Management

Headquarter in Appleton, WI, Endowment Wealth Management is more than a financial advisory firm; we are stewards of your financial future. We serve individuals, families, and institutions through our innovative “Endowment Investment Philosophy®.” Our approach integrates traditional and alternative investments, customized financial planning, and proactive risk management to align with your unique goals and values.​

Our mission is to help clients build, protect, and sustain multi-generational wealth with strategies tailored to their unique values, visions, and goals.

We’re grateful for this national recognition and remain dedicated to empowering our clients’ financial future – with the same fiduciary care and forward-thinking approach that defines our firm.

Thank You for Your Trust

We extend our heartfelt gratitude to our clients, team members, and community partners. Your trust and collaboration have been instrumental in achieving this milestone. As we continue to grow and evolve, our commitment to your financial well-being remains steadfast.​

For more information on the Newsweek rankings, please visit: Newsweek’s America’s Top Financial Advisory Firms 2025.

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

Award recognition does not ​qualify as an endorsement of any firm, index, investment, or investment strategy. America’s Top Financial Advisory Firms 2025 was awarded 11/19/2024 by Newsweek,com in partnership with Plan-A Insights Group. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://rankings.newsweek.com

Dec 19
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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
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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

Prateek@GlobalAlts.com

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
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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

Prateek@GlobalAlts.com

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
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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
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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
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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
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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