Robert L. Riedl, Cpa, Cfp®, Awma®, Cfc® Email & Phone Number

Appleton, Wi, Us

Appleton, Wisconsin, Us

Global Alternative Investment LLC, a sister company to Endowment Wealth Management Inc, is a fund management company targeting unique alternative investments, private equity, and venture capital investment opportunities. Global Alts offers thematic funds and custom white labeled funds for commitments in excess of $10 million. These funds are available to accredited and qualified investors including high net-worth families, individuals, institutional, and non-profit investors across the United States.

Appleton, Wi, Us

➟Our mission is to provide professional wealth services that will sustain Multi-Generational Family Wealth, Unity and LegacyOur employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides Fee-Only holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. Through the utilization of the Endowment Investment Philosophy™ (EIP), which maintains a three dimensional portfolio comprised of Global Equities, Global Income and Risk Managed asset allocations, we strive to achieve a higher risk adjusted return, lower holding costs and beneficial after tax returns for our HNW clients' portfolio. We accomplish this with lower correlated asset allocations and a diversified portfolio of low cost ETF model solutions as a passive core asset allocation. We compliment these ETF model holdings with active satellite alpha specialized separately managed independent money mangers (SMA). In addition, we can utilize investments that include Hedge Fund of Funds, Private Equity, Real Assets, Alternative Assets and more, when building a diversified global portfolio for our HNW clients.Our team of skilled professionals (CPA, CFA, MBA, CFP, CAIA, AWMA and more) work together as a team to provide a wide range of personal and business related fee based independent professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Gifting Planning, Investment Planning, Business Succession Planning, 401(k) plan or retirement plan management, family office services and much more. ☎ CALL 920-785-6010 to arrange your FREE WEALTH CONSULTATION & request FAMILY OFFICE WHITE PAPER ➟Visit www.Endowment WM.com to learn about our fee only advisory firm & 6 offices in Chicago, Il, Appleton, Milwaukee, Madison, Green Bay, WI and Hilton Head, SC

Appleton, Wi, Us

Our mission is to provide unique Exchange Traded Funds (ETFs) investment based model solutions that are low-cost, provider agnostic, and are designed to deliver superior risk-adjusted returns.We are a third-party strategist that builds ETF-based model solutions. The proliferation of ETFs has created a maze of investment options to chose from, just like the growth of Mutual Funds created the need for Advisers to put pools of Mutual Funds together in an asset allocation framework. We differentiate our ETF models from the ground up by utilizing a core-satellite approach for portfolio construction. This approach not only allows for a reduction in overall investment costs but also increases the potential for improved risk-adjusted returns.We know that Asset Allocation drives over 90% of a portfolio’s return over the longer term, with Security Selection and Market Timing accounting for the balance. History shows us that most active money managers cannot beat their benchmarks over the long term. Therefore, using passive indices through ETFs to gain exposure to broad asset classes for a major portion of the portfolio makes good economic sense.The ETF investment models that we build are utilized within 401(k) plans, qualified plans, by other Investment Advisors within their practice, Multi-Family Offices, Endowments, Foundations, Trusts, and Individual Investors.➠To learn more about Exchange Traded Funds (ETFs), please tour our website www.ETFModelSolutions.com and you will find our ETF models to be low cost, transparent, flexible, dynamic, tax efficient and easily adapted to your investment needs. I invite you to contact me to discuss your individual investments and how our ETF Model Solutions can improve your portfolio.☎ Please contact me, Robert Riedl, CPA, CFP, AWMA, at 920.785.6012 or Rob@ETFModelSolutions.com. I look forward to our conversation.

Sumnicht & Associates (S&A) was a fee based family wealth adviser to high net worth multi-generational families, professional doctors, business owners, retirement plans (401(k) plans and more), private foundations, charitable foundations and more, to improve the professional investment management of their portfolio's risks to achieve a better long-term risk-adjusted financial return.S&A was a privately owned family wealth management firm, that was a Registered Investment Adviser (RIA) that provide our high net worth clients with a wide range of personal and business related fee based professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Gifting Planning, Investment Planning, Business Succession Planning, 401(k) plan or retirement plan management, family office services and much more. We also incorporated low cost passive Exchange Traded Funds (ETF's) models, actively managed separately managed accounts (SMA), Hedge Fund of Funds, Private Equity and other alternative assets in to our clients diversified global portfolios.➟After ten years of employment at Sumnicht & Associates an RIA, several other employees and I decided it was time to start our own employee and family owned Multi-Family Office, Endowment Wealth Management Inc. which is also a Registered Investment Adviser (RIA). We provide improved fee based wealth management services to our wealth clients using an integrated wealth portal and secured vault technologies. We also use the Endowment Investment Philosophy to manage our clients wealth. ➟Please visit www.EndowmentWM.com to learn more about our new family office, professional team, and our fee based wealth management services, including Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Gifting Planning, Investment Planning, Business Succession Planning, 401(k) plan or retirement plan management, & family office services.

Craftsmen Industries, LLC was a professional consulting company I founded that provided hands on small business consulting to a wide range of small business manufacturing companies, retail sales companies and investor groups. The focus of the consulting engagements were to build strong management teams, operating systems and market programs to rapidly accelerate the growth of each company's customer base and related sales. The long-term goal for each business was to create a highly profitable and growing businesses with a motivated and responsible management team to lead all aspects of the business. I served these clients in a combination of hybrid roles that included CFO, COO, CEO, Controller, Sales Manager, HR Manager and Board of Adviser.What was apparent from day one was the challenge to separate a business owners personal wealth and their increasing business wealth. This challenge required additional comprehensive and integrated wealth management strategies, including establishing Buy-Sell Agreements, life insurance risk management strategies, tax planning, financial planning, estate planning, retirement planning, wealth transfer gifting, wealth transfer charitable gifting, business valuations, bank financing, selling companies, and much more.

Co-founder of a custom spring manufacturer in Appleton, WI that grew from the two founding partners and a 1,200 square feet facility to over 35 skilled employees and a 24,000 sq foot state of the art spring manufacturing. The firm later won State of Wisconsin Manufacturer of the Year.

I joined Oak-Bay Corporation as their Controller in 1982 when the company had revenues of $1.5 million and operated thirteen stores. I was promoted to VP of Fiance and later to President of a retail shoe corporation and managed the company's growth to 52 stores in seven mid western states and generated annual revenues of approximately $10 million.Oak-Bay Corporation was acquired in 1980 by the Grafton Group of Toronto, Ontario, one of Canada's largest retailers and our company represented their entrance in to the US women shoe marketplace. Our US sister company was Seifert's Women Apparel of Cedar Rapids, Iowa.

Provided accounting, audit, tax and business consulting services to meet the growing needs of Arthur Andersen & Company's ( AA & Co.) wide range of small business clients. During my term of employment I served approximately 10-12 industry groups while the small business department was the fastest growing customer base at AA&Co Milwaukee's office.

Chicago, Il, Us

Worked as a summer intern for two consecutive summers at the Corporate Headquarters of Miller Brewery in the Accounting Department.

Bsba 1980, Double Majored In Accounting & Finance

Cfp & Awma, Fiancial Planning