Our name, ETF Model Solutions®, embodies our purpose: we use ETFs to create and manage investment solutions designed to provide endowments, foundations, 401(k) plans, advisors, family offices, and investors with better investment outcomes. ETFs offer low-cost, broad diversification, access to unique asset classes and strategies, and tax efficiency from which all investors can benefit.
We are unique in that we implement the Endowment Investment Philosophy®, pioneered by major university endowments, adding liquid alternatives to create a three-dimensional portfolio comprised of global equities, global income, and liquid alts.
Whether you are an endowment, foundation, 401(k) consultant or Plan Sponsor, investment adviser, family office manager, or an individual investor, we invite you to learn more about our various ETF strategies, including the Endowment Index® calculated by Nasdaq OMX®, our Endowment Risk-Based Models for 401(k) Plans or individual investors, or our ETF-based SMA or TAMP models for advisers. We can also develop customized endowment-based investment solutions for institutions, family offices or high net worth investors.
To learn more, please tour our website where you can download fact sheets and informational brochures on our investment strategies, or, I invite you to contact me, Prateek Mehrotra, Chief Investment Officer at 920.785.6010 (Prateek@ETFModelSolutions.com) or Tim Landolt, Managing Director at 920.785.6012 (Tim@ETFModelSolutions.com) to arrange for a personalized introductory conversation. We look forward to working with you.