Advisor Details

Financial Advisor in APPLETON, Wisconsin with 42 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 6067

Certified Public Accountant (CPA)

Personal Bio

Endowment Wealth Management is an SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary Advice" wealth management services to clients throughout the United States. If you are looking for an independent  professional team that works together to provide a  comprehensive family wealth plan that incorporates retirement, investment, risk, estate, and wealth planning expertise please contact me and arrange a time for your "free wealth consultation".

To learn more about our firm, professional team and Endowment Investment Philosophy® please visit www.EndowmentWM.com 

 

Personal Introductory Video

Firm Name

Endowment Wealth Management, Inc. (A Multi-Family Office)

Firm Bio

Our firm is an SEC Registered Investment Adviser (RIA) that is structured as a Multi-Family Office. Our professional team works together to provide 'Fee-Only Fiduciary' advice to clients throughout the United States. We currently have 5 offices located in WI (Milwaukee, Madison, Appleton, & Green Bay) and IL (Chicago).

We specialize in implementing the 3-D Endowment Investment Philosophy which is utilized by most major University Endowments to manage their portfolio.

Total Assets Under Management

$265000000

Firm SEC/CRD #

108652

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

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Education

Marquette University
BS is Accounting & Finance
Duration: 1976 - 1980

License(s)

Series 65

Advisor SEC/CRD #

1109543

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    No

    Methods of Compensation

    Fee-Only

    Specialties

    Preferred Client Type

    Membership Associations

    Financial Planning Association (FPA) - 6067

    National Association of Personal Financial Advisors (NAPFA)

    Personal Blog

    Activities/Hobbies

    Gardening, Golf, Investing, Travelling, Walking

    Volunteer Experience

    I spent years being a coach for my three children's soccer teams and truly enjoy all their extra curricular school activities. I was also the Chairman and multi-year member of our church's Finance Committee.

    Honors/Awards

    Investopedia Top 100 Advisors 2019

    Best of Thervo 2018

    Publications Featured In

    Other

    Disclaimer

    All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the "Memorandum"), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. For additional information on this risks of alternative investments, please visit our website. EWM and its affiliates do not accept investment instructions by e-mail or via telephone voice mail. Clients wishing to effect transactions, or requesting more information, should contact their EWM advisor. Any tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.

    Our firm name is Endowment Wealth Management because we believe that all investors should invest just like a University Endowment and utilize our proprietary 3-D Endowment Investment Philosophy®.

    What is the Endowment Investment Philosophy®?

    The Endowment Investment Philosophy® builds portfolios using an asset allocation methodology pursued by major universities like Yale and Harvard because it offers the potential for superior risk-adjusted returns and lower volatility through all market cycles.

    This investment philosophy expands the number of asset classes and strategies used to create a portfolio by including alternative investments such as hedge funds, private equity, and real assets in addition to traditional stocks and bonds in a global framework.

    Most investors think in terms of 2-dimensional portfolios comprised of stocks and bonds. Endowments expand their portfolio to include a third dimension by using alternative investments. The primary benefit of using alternative investments in a portfolio is to augment the risk-adjusted returns provided by a 2-dimensional stock-bond portfolio. The portfolios of large charitable institutions and major universities are often managed by utilizing alternative investments.

    Our firm name is Endowment Wealth Management because we believe that all investors should invest just like a University Endowment and utilize our proprietary 3-D Endowment Investment Philosophy®.

    Robert Riedl, CPA, CFP, AWMA

Contact:

W6272 Communication Ct
APPLETON, Wisconsin 54914

Rob@EndowmentWM.com, Rob@EndowmentWM.com, Heidi@EndowmentWM.com

(920) 785-6010

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