Endowment Wealth Management is an independent SEC Registered Investment Adviser (RIA) founded in 2013 with the goal of embracing technology and financial innovation to offer an institutional quality asset allocation framework to wealth management clients throughout the United States. We have enhanced the traditional 2-D (stock and bond) portfolio structure with our unique 3-D (equity, income and risk managed) Endowment Investment Philosophy® (EIP). We then provide investors the opportunity to expand their diversification to each 3-D allocation by providing them the option to invest at the following three investment types: passive ETF models, active specialty satellite managers and private investments. Finally, we combined our 3-D EIP with high-touch, fee-only fiduciary advice1 and multifamily office styled service for our clients.
Our guiding principles drive us to make family wealth management “faster, better and cheaper.”
Here are our innovative solutions to do just that:
We are headquartered in Appleton, one block east of the airport on College Avenue. We have four other offices and continue to expand our footprint nationally by serving clients in 17 states since our 3-D Endowment Model and related three tiers of passive, active and illiquid investment allocations resonate well across borders and with institutional and retail investors alike. To learn more about Endowment Wealth Management, please visit www.EndowmentWM.com.
Company: Endowment Wealth Management Inc.
Innovation: 3-D Endowment Investment Philosophy
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