Robert Riedl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Endowment Wealth Management, Inc. in Appleton, WI and the surrounding communities.
Our firm, Endowment Wealth Management was founded on the philosophy that all family wealth should be managed through the utilization of the Endowment Investment Philosophy (EIP), which is how most major University Endowment’s have been managed for decades. The increasing complexities of the financial markets and ever changing tax laws have put an end to the use of the classic buy and hold investment strategy. Now more than ever, investors like you require the professional advice of independent fee-based wealth advisors. Our firm’s three dimensional EIP Portfolio is comprised of unique Equity, Income and Risk Managed asset allocation pools that are also divided between core and satellite allocations.
Our firm implements the EIP based on your unique risk profile, by creating a “Core” asset allocation comprised of passive ETF’s in order to utilize their low cost, transparency, liquidity and favorable tax benefits to build a core portfolio. We then strategically add various tactical “Satellite” asset allocations comprised of alpha producing mangers that utilize separately managed accounts (SMA).
The two questions I ask you to think about when reviewing the management of your personal wealth are as follows; What investment philosophy are you using? Whom do you trust?
I invite you to call 920-785-6010 today and arrange an in-depth conversation with our professional team about the benefits of utilizing our Endowment Investment Philosophy to manage your family’s wealth and why Endowment Wealth Management’s independent fee-based team is whom you need to trust to be your family wealth advisor.
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