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Jul 31
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Why Endowment Funds Like Yale’s Are Doing Just Fine

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The Ivory Tower geniuses atop the country’s most respected endowments have recently received a firestorm of criticism for failing to produce outsized returns during the current bull market. But investors must accept that all investment strategies experience periods of underperformance and it’s hardly a reason for endowments to hang their heads.

Investors tend to have short memories and forget that these same endowments outperformed the stock market over the past decade with much less volatility.

Looking at the Yale Endowment investment policy’s achievements, Prateek Mehrotra, MBA, CFA®, CAIA®   points out that their main goal is to “diversify across seven asset classes that all act independent of each other in different economic environments.” This leads to more stability and the ability for endowments to generate outsized returns that operate with an extremely long time horizon. Taking advantage of special situations, an ability available due to the diversified portfolio, allows them to distinguish an absolute return strategy and has been a factor in their growth by more than six fold over two decades.

To read the full article:

http://www.thinkadvisor.com/2014/07/31/why-endowment-funds-like-yales-are-doing-just-fine

 

Jul 02
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Endowment Wealth Management in the News

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Robert Riedl Quoted in Wall Street Journal Article about Saving for Retirement

On Tuesday, June 17, 2014, Robert Riedl CPA, CFP®, AWMA®, Director of Wealth Management, at Endowment Wealth Management™, was quoted in a WallStreetJournal.com article titled “5 Keys to a Successful Late-Start Retirement Plan,” written by Cliff Goldstein.

Robert is quoted responding to the problem many Americans face today; nearing retirement with little to no money set aside for life after work. Approximately 60% of Americans surveyed reported having less than $25,000 set aside for after retirement. Robert Riedl responded to this dilemma by saying to “start building a diversified global portfolio using low-cost ETF models” to make current investments more cost-efficient.

Choosing lower-cost investments when trying to save money while nearing retirement can be a step in the direction of a more financially secure future. At Endowment Wealth Management, we take time to understand our client’s needs to help them incorporate investments that are cost-efficient and structured in a way that is understandable according to their goals.

You can contact Rob directly with questions or comments at [email protected] or call 920-785-6011.

To read the full article: (may require a subscription with The Wall Street Journal)

http://on.mktw.net/1rbFFH6

Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Investments involve risk and unless otherwise stated, are not insured or guaranteed.  Be sure to consult with a qualified financial advisor and/or tax professional before implementing any investment strategies discussed herein.  While the firms are related and share corporate offices, Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are each individually registered as an investment adviser in the State of Wisconsin.   A copy of Endowment Wealth Management’s  disclosure document, Form ADV Brochure Part 2, is available upon request.

Jun 18
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Endowment Wealth Management™ in the News

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Robert Riedl Comments Included in WallStreetJournal.com article on Annuities

On Tuesday, June 17, 2014, Robert Riedl CPA®, CFP®, AWMA, Director of Wealth Management, at Endowment Wealth Management™, was featured in a WallStreetJournal.com article titled “Adviser Finds an Annuity’s Hidden Benefit,” written by Alex Coppola.

Robert is quoted telling the story of a retired couple who sought out his professional advice after losing 50% or over $120,000 in their tax-deferred, variable annuities during the financial crisis.

After time spent looking through the details of their situation and understanding the couple’s retirement needs, Robert was able to help them regain peace of mind over their finances by helping them better understand the terms of their contact so their decision would be based on facts rather than emotion.

At the end of the article Robert is quoted, leaving the reader with this advice:

“Always take a closer look before just surrender a poorly performing annuity. You could be walking away from a hidden windfall.”

The story related in the article helps underscore that clients don’t know what they don’t know in today’s complex financial marketplace. A trusted advisor that serves as an independent, fee-based, fiduciary like Robert and his team at Endowment Wealth Management™ can prove to be valuable to clients in an advisory relationship.

For more information or to set up a private, no-obligation wealth consultation, you can contact Rob directly at [email protected].

To read the full article: (may require a subscription with The Wall Street Journal)

http://online.wsj.com/articles/financial-adviser-finds-an-annuitys-hidden-benefit-1403015695

Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Investments involve risk and unless otherwise stated, are not insured or guaranteed.  Be sure to consult with a qualified financial advisor and/or tax professional before implementing any investment strategies discussed herein.  While the firms are related and share corporate offices, Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are each individually registered as an investment adviser in the State of Wisconsin.   A copy of Endowment Wealth Management’s  disclosure      document, Form ADV Brochure Part 2, is available upon request.

May 22
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New Endowment Index Launched to Provide Independent Benchmark for Fiduciaries

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Endowment Index™ now available as a benchmarking tool for investors that manage multi-asset portfolios comprised of both traditional (stocks and bonds) and alternative (private equity, real assets, hedge funds) asset classes.

Appleton, WI (PRWEB) May 22, 2014

Endowment Wealth Management, Inc. in collaboration with ETF Model Solutions, LLC have launched the Endowment Index™ (Symbol: ENDOW) as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments. The Endowment Index, calculated by Nasdaq OMX® is an objective benchmark comprised of three major asset class building blocks: Global Equity, Global Fixed Income, and Alternatives which includes hedge funds, private equity and real assets. The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees, portfolio managers, consultants and advisors to endowments, foundations, trusts, defined benefit/defined contribution plans, pension plans and individual investors. The Endowment Index™ is a total return index and all underlying components are comprised of exchange-traded funds or other investable securities.

“The proliferation of exchange-traded products and mutual funds that offer alternative strategies in liquid form is leading to the increasing adoption by investors outside of the institutional endowment universe,” said Prateek Mehrotra, Chief Investment Officer of Endowment Wealth Management. “Until now, they’ve had to use a proxy or a custom benchmark for those portfolios. The Endowment Index™ now provides an appropriate benchmarking solution for investors that embrace the Endowment Investment Philosophy™.”

The use of alternatives has broadened beyond endowments. Recent studies by Barclays Prime Brokers estimates that use of liquid alternatives grew 43% to $137 billion in 2013, and that by 2018, assets in this space could stretch to between $650 and $950 billion. Index data can be accessed through most major quote providers and websites under the symbol “ENDOW”. For more information visit http://www.EndowmentIndex.com

Endowment Wealth Management, Inc. is an independent Private Wealth Management Firm using a Multi-Client Family Office service model, whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations and other institutions through the utilization of the Endowment Investment Philosophy™.

ETF Model Solutions, LLC, is third party investment manager and ETF strategist that builds investment models for 401(k) plans, Investment Advisors within their practice, Family Offices, Endowments, Foundations, Trusts, and Individual Investors. The Firm is the fund manager for the Endowment Multi-Asset ETF Collective Investment Fund, available for use in 401(k) and other retirement plans.

Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any investment strategies discussed herein. While the firms are related and share corporate offices, Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are each individually registered as an investment adviser in the State of Wisconsin. You cannot invest directly in an index. Indexes do not contain fees. A copy of each firm’s respective disclosure document, Form ADV Brochure Part 2, is available upon request.

Apr 03
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Endowment Wealth Management CIO quoted in the Institutional Investor

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Prateek Mehrotra, Chief Investment Officer of ETF-MS and Endowment Wealth Management was recently quoted in Institutional Investor Magazine in an article by Trang Ho, titled “iBillionaire ETF Offers Activist Exposure in a Passive Vehicle”.

iBillionaire is an ETF that tracks and seeks to invest in the stock holdings of 21 billionaire investors such as Warren Buffett, George Soros, Carl Icahn, and others.

The excerpt that includes comments from Mr. Mehrotra states:

“I think this is a great idea.  It is what I call a retail investors’ hedge fund proxy, without the 2-and-20 fee structure and/or illiquidity.” Says Prateek Mehrotra, chief investment officer of Endowment Wealth Management, a registered investment advisor in Appleton, WI, with $50 million in assets under management.  Mehrotra’s model portfolios include the Global X Guru Index ETF (GURU), which has a similar investing strategy as iBillionaire.  Global X Guru monitors SEC filings from a select group of hedge fund managers and buys their top holdings and rebalances quarterly. The ETF, with $529 million in assets under management, returned 47 percent in 2013, compared with 32 percent for the S&P 500.  Since its June 15, 2012, start, Global X Guru has returned 57 percent, eclipsing the S&P by 17 percentage points.  But so far this year, it has underperformed, falling 5 percent while the S&P has ticked up 1 percent.  GURU charges an annual management fee of 0.75 percent, versus .53 percent for the average ETF, according to ETF.com.

A link to the entire article can be found at: http://bit.ly/QIPVaT

Mr. Mehrotra, MBA, CFA®, CAIA® also serves as Chief Investment Officer for ETF Model Solutions, an affiliated Third Party Strategist that provides investment outsourcing and other asset management solutions for advisors and Endowments using the firms’ ETF models.