Welcome to ETF Model Solutions®

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 ([email protected]) or Tim Landolt, Managing Director at 920.785.6012 ([email protected]) to arrange for a personalized introductory conversation.  We look forward to working with you.

Please view our introductory video:

Prateek Mehrotra, MBA, CFA®, CAIA®
Chief Investment Officer
 

Endowment Target Risk Models for 401(k) Plans

Endowment Target Risk Models are passive, indexed allocations based upon the asset allocations of over 700 university endowment funds. These globally-diversified core holding can be an alternative to a traditional balanced or target date fund.

SMA/TAMP Models for Advisors

These seven managed ETF based models include Global Equity, Global Income, Short Duration Fixed Income, Global Fixed Income, Global Multi-Asset Income, Hedge Funds, Real Assets and Private Equity. Advisers, family offices or institutions can select from these modular models to build a customized liquid Endowment asset allocation.

Endowment Index® Calculated by Nasdaq OMX®

The Endowment Index calculated by Nasdaq OMX is a rules-based benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. This investable index is used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees,

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Endowment Index® calculated by Nasdaq OMX®

The Endowment Index calculated by Nasdaq OMX seeks to track the performance of the average university and college endowment portfolio. The index represents the investable opportunity for managers of portfolios that utilize the Endowment Investment Philosophy or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Index is a rules-based, objective benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. All underlying index components are investable, allowing for real-time data dissemination that can be used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees, portfolio managers, consultants and advisors to endowments, foundations, trusts, DB/DC plans, pension plans and individual investors.
Endowment Target Risk Models for 401(k) Plans

What are Endowment Target Risk Models?

Globally-diversified Endowment portfolios available in SMAs or 401(k)sMore Details

How to Access/Invest

To learn more about the Endowment Target Risk Models or for document requestsMore Details

Six Reasons to Invest

Endowment Target Risk Models use the Endowment Investment Philosophy® which integrates a third major asset classMore Details

Our 7 ETF Model Building Block Solutions for Advisors

Our mission is to provide unique ETF-based model solutions that are low-cost, provider agnostic, and are designed to deliver superior risk-adjusted returns.

Global Equity

Short Duration Fixed Income

Global Fixed Income

Global Multi-Asset Income

Hedge Fund of Funds

Private Equity

Real Asset/Inflation Protection