ETF Model Solutions, LLC
Company

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
Industry
Financial Services
Employees
4
Founded
2013
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Robert L. Riedl, Cpa, Cfp®, Awma®, Cfc® CEO & President @ Endowment Wealth Management
Email
Michael Rottier, Cfp® Associate Wealth Advisor at Endowment Wealth Management, Inc. - a Multi-family Office, Fee-only Fiduciary Ria, & Trust Investment Management Services
Email
Prateek Mehrotra Chief Investment Officer
Email Phone
Tim Landolt, Mba Managing Director @ Etf Model Solutions, Llc - Director of Institutional Services @ Endowment Wealth Management, Inc. - COO @ Global Alternative
Email Phone

Employees by Management Level

Executive 3 profiles
Associate / junior 1 profile

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