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We are professional wealth advisors whose sole mission is to provide wealth sustainability for individuals, families, endowments, foundations, and retirement plans through the implementation of our 3-D Endowment Investment Philosophy®.
We believe that clients are best served by a fee-based fiduciary that places clients’ interests first and that clients are entitled to full transparency in all investment advice in order to make informed investment decisions.
We invite you to learn more about our experienced team and our professional services and look forward to meeting with you to discuss how we can serve your wealth management needs.
If your family is your most valued asset and you are looking for a firm to trust with their future needs and your family legacy, we invite you to learn more about Endowment Wealth Management®, our 3-D Endowment Investment Philosophy®, and our Multi-Family Office suite of family wealth management services.
Our mission is to provide professional wealth management services that will sustain your Multi-Generational Family Wealth, Unity and Legacy.
We understand that your portfolio is the lifeblood that sustains your mission. As co-creators of the Endowment Index®, Endowment Wealth Management® is a thought leader in providing performance measurement and asset management services to endowments, community foundations and non-profits.
Our mission is to provide you with professional investment management services required to sustain your charitable mission.
Plan Sponsors face many challenges managing a retirement plan and growing a business. We provide them with education on their fiduciary obligations, developing an Investment Policy Statement (IPS), conducting a service provider search (RFP), plan design, constructing an investment menu, participant education, and more.
Our mission is to provide professional investment advisory services that will improve your retirement plan benefits and participant outcomes.
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.
-PrateekMehrotra, MBA, CFA®, CAIA®, Chief Investment Officer
We invite you to learn more about the our firm, our Endowment Investment Philosophy® (EIP) and how to improve your risk adjusted returns. Please watch our introductory video and remember to request our EIP white paper.Request the EIP White Paper