Financial Services - Appleton, WI, US
Managing Director of ETF Model Solutions, LLC, co creators of the Endowment Indexâ„¢
Chief Investment Officer-Third-Party ETF Strategist that builds Exchange Traded Fund based Models
Managing Director of ETF Model Solutions, LLC, co creators of the Endowment Indexâ„¢
We are a third-party strategist providing asset management and advisory services to advisors, institutions, and individuals. We embrace the Endowment Investment Philosophy®, incorporating alternative investments into globally-diversified equity and fixed income allocations. We primarily utilize exchange-traded funds (ETFs) to build our models.ETF Model Solution® is the creator of the Endowment Index®, calculated by NasdaqOMX® (Finalist for ETF.com's "Index of the Year" for 2014). The Endowment Index provides a rules-based benchmark for endowments and other multi-asset portfolio managers.☎ Please contact us at 920.785.6012 or visit our website at www.ETFModelSolutions.com or email Tim@ETFModelSolutions.com for more information how you can implement our ETF-based Asset-Allocation models in your portfolio._________________DISCLOSURES:Third party posts found in this profile do not reflect the views of ETF Model Solutions ("ETFMS") and have not been reviewed for completeness or accuracy. NOTE: Securities Regulations do not allow RIA firms to utilize the Endorsement feature of this social site.ETFMS is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. ETFMS and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. ETFMS activity on this web site is limited to the dissemination of general information pertaining to its services. Accordingly, content herein should not be construed by any consumer and/or prospective client as ETFMS' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. For a more complete disclosure, visit our website at www.ETFModelSolutions.com. Award recognition does not qualify as an endorsement. ETFMS does not make solicitation payments to award sponsors. See ETF.com for award criteria
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