Create Greater Wealth @ Lower Volatility
They can be used alone to fit asset class needs within an existing client portfolio or in combination to create a customized Endowment
portfolio to fit various risk-return allocations.
Why You Should Partner With
ETF Model Solutions
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Plan Sponsors/Consultants: Ask us how we can improve your 401(k) Plan offering with Endowment Target Risk models
- Conservative, Moderate (seeks to track Endowment Index) & Aggressive models
- Offers broader diversification than most target date and balanced funds
- Unitized models available through Mid Atlantic's ModelxChange
- Add liquid alternatives to your plan lineup through a single investment option
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.
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.
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.
What are Endowment Target Risk Models?
How to Access/Invest
Six Reasons to Invest
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.