ETF Model Solutions, LLC is 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 buil
ETF Model Solutions® is the creator of the Endowment Index®, calculated by NasdaqOMX®. 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.
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DISCLOSURES:
Content posted on this site is limited to informational and educational purposes only and should not be construed as advice. 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. 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. 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.
Visit our website https://etfmodelsolutions.com/disclosure-terms-conditions for more detailed disclosure statement.
Company Details
- Employees
- 4
- Founded
- -
- Address
- W6272 Communication Court, Appleton,wi 54914,united States
- Phone
- +1 920-785-6012
- Ti****@****ons.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- etfmodelsolutions.com
- Keywords
- ETF Model Construction, Asset Allocation, Index Creation, Investment Management, Exchange Traded Funds, Liquid Alts, ETF Strategist, Risk-Management, Dynamic Asset Allocation, Strategic Asset Allocation, OCIO, Passive ETF Strategies, Active ETF Strategies, Endowment Index, Liquid Endowment Strategies, Third Party Strategist, Cash Management Solutions for Endowments & Institutions.
- HQ
- Appleton, WI
- Competitors
- Global Alternative Investment Management LLC, Denali Wealth Management, Endowment Wealth Management, Inc.- a Multi-Family Office, Lakefront Partners,LLC, Darwin Investor Network, NOIAW, Navigation Wealth Management LLC, GRANITE HALL PARTNERS INC, Diane Marie B. Coaching, Diversified Management Inc..
Etf Model Solutions, Llc Questions
Etf Model Solutions, Llc's helpline number is +1 920-785-6012
Etf Model Solutions, Llc's website is etfmodelsolutions.com
Etf Model Solutions, Llc's LinkedIn profile is https://www.linkedin.com/company/etf-model-solutions
Etf Model Solutions, Llc has
4 employees.
View email and phone details for 4
employees at Etf Model Solutions, Llc.
Etf Model Solutions, Llc's industry is
Financial Services
Etf Model Solutions, Llc's top competitors are
Global Alternative Investment Management Llc,
Denali Wealth Management,
Endowment Wealth Management, Inc.- A Multi-Family Office,
Lakefront Partners,llc,
Darwin Investor Network,
Noiaw,
Navigation Wealth Management Llc,
Granite Hall Partners Inc,
Diane Marie B. Coaching,
Diversified Management Inc..
Etf Model Solutions, Llc's support email address is Tim@ETFModelSolutions.com
Etf Model Solutions, Llc's categories are Financial Services
Etf Model Solutions, Llc's founding year is 2013
