Tim Landolt MBA

Endowment Wealth Management® is the advisory affiliate of ETF Model Solutions, LLC. EWM offers investment advisory services to three major client groups: individuals & families, endowments & foundations, and retirement plans. EWM serves its high net-worth (HNW) and ultra-HNW clients with a wide range of personal and business-related professional wealth management services, including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Planning, Business Succession Planning, and 401(k) plan or retirement plan management. We serve clients on a fee-only basis as an independent fiduciary. Our firm is named after our three-dimensional Endowment Investment Philosophy® (or EIP), similar to what is used by most major universities, foundations, and institutional investors. The EIP constructs portfolios using a combination of global equity, global fixed income, and alternative investments, seeking to provide investors with improved risk-adjusted returns. We differentiate our services from other firms by serving as a fee-only fiduciary and providing our clients with access to a broad and deep range of alternative investments to assist them in achieving their financial goals. Have a question? I encourage you to reach out to me today for an introduction to our firm and our credentialed team including Chartered Financial Planners (CFP), Chartered Financial Analysts (CFA), and Chartered Alternative Investment Analyst (CAIA) and CPAs. We would love to share how we incorporate alternative investments into our client portfolios. If you are a non-profit, please send me your RFP- we will be happy to participate in your search you how nonprofits of nearly any size can benefit from alternatives in their endowment portfolio.