ETF Model Solutions®
Call Us: (920) 785-6012 / Contact Us
Powered by ETFs
Recent News
  • ETF Model Solutions’ CIO Prateek Mehrotra Named to 2023 Wisconsin Titan 100
  • Home
  • 401(k) Plans
    • Endowment Target Risk ETF Allocation Models For 401(k) Plans
    • Defined Benefit Investing Strategies Within Defined Contribution/401(k) Plans
  • ETF Strategies
    • Endowment Target Risk ETF Allocation Models
    • Endowment Building-Block ETF Models
      • Global Equity Model
      • Short Duration Fixed Income Model
      • Global Fixed Income Model
      • Global Multi-Asset Income Model
      • Hedge Fund of Funds Model
      • Private Equity Model
      • Real Asset Model
    • Custom Models
      • 2 – Dimensional ETF Portfolios
      • 3 – Dimensional ETF Portfolios
    • Benefits
      • For Endowments, Foundations, & Family Offices
      • For Independent Advisors
    • Model Construction
      • Model Construction Concepts
      • Asset Class Matrix
      • Our Investment Principles
    • Fees
      • Our Fees
      • Average Mutual Fund Costs
  • Learn
    • Endowment Investment Philosophy®
    • What are ETFs
    • ETFs
      • How to use ETFs
      • ETFs vs. Mutual Funds
    • Liquid Alternatives
    • Retirement Planning Articles
    • Historical Returns Tables and Data
    • White Papers
    • General Articles
    • Global Market Index Reports
    • Glossary
  • About Us
    • Professional Expertise
    • Awards, Recognition and Media Coverage
    • Careers
  • Blog
  • Form CRS

.

  • Home
  • Archive by Category "."
  • Global Equity

    .

    The objective of this model is capital appreciation and growth through a globally diversified allocation to equity ETFs.  The model seeks...
  • Short Duration Fixed Income

    .

    The objective of this model is to generate an interest yield in excess of the Barclays Capital 1-5 Government/Credit Bond Index...
  • Global Fixed Income

    .

    The objective of this model is to generate income through a globally-diversified portfolio of exchange-traded funds that invest in fixed-income securities.
  • Global Multi-Asset Income

    .

    This model’s primary goal is to generate dividend and interest income from a globally-diversified allocation to equity, fixed income and hybrid...
  • Hedge Fund of Funds

    .

    Due to the proliferation of the liquid alternative strategies offered in 1940 Act funds, it is now possible to build a...
  • Private Equity

    .

    The objective of this model is to hold securities that have some resemblance to the private equity market either directly or...
  • Real Asset/Inflation Protection

    .

    The objective of this model is to hold securities that have a higher correlation to inflation and/or own tangible/hard assets. The...

  • ADV Part 2A
  • Privacy Notice
  • Digital Privacy Policy
  • Disclosure, Terms & Conditions
  • Blog
  • Careers
  • Contact Us

Recent Tweets

  • Bloomberg: Real Assets Position University of Texas to Surpass Harvard as the Wealthiest School - https://t.co/JvgkkooV3O
    7 months ago
  • Harvard could lose its "richest US college" title to the University of Texas https://t.co/VWGO6k1ZxV via @climate
    7 months ago
  • Endowments Reporting Large Gains in FY2021 - https://t.co/vQLS0hFGTS
    1 year ago
Website Disclosure | Blog Terms & Conditions  Rubik’s Cube®, used by permission of Rubik’s Brand Ltd www.rubiks.com.  ETF Model Solutions® is a Registered Trade Mark of Endowment Wealth Management, Inc. Copyright ETF Model Solutions, LLC All rights reserved.