ETF Model Solutions, LLC
Financial Services
Appleton, Wi, United States
4 employees
- Employees
- 4
- Contacts
- 4
- Emails
- 4
- Phones
- 2
ETF Model Solutions, LLC Overview
- Headquarters
- Appleton, Wi, United States
- Phone Number
- Available in AeroLeads
- Website
- etfmodelsolutions.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2013
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About ETF Model Solutions, LLC
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. _________________ 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.
ETF Model Solutions, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
ETF Model Solutions, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert L. Riedl, Cpa, Cfp®, Awma®, Cfc® | CEO & President @ Endowment Wealth Management | Appleton, Wisconsin, United States |
Email
|
| Michael Rottier, Cfp® | Associate Wealth Advisor at Endowment Wealth Management, Inc. - a Multi-family Office, Fee-only Fiduciary Ria, & Trust Investment Management Services | Green Bay, Wisconsin Metropolitan Area, United States |
Email
|
| Prateek Mehrotra | Chief Investment Officer | Appleton, Wisconsin, United States |
Email
Phone
|
| Tim Landolt, Mba | Managing Director @ Etf Model Solutions, Llc - Director of Institutional Services @ Endowment Wealth Management, Inc. - COO @ Global Alternative | Appleton, Wisconsin, United States |
Email
Phone
|
Employees by Management Level
Executive
3 profiles
Associate / junior
1 profile
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