Welcome Endowments & Foundations

Endowment Wealth Management™ serves our Endowment and Foundation clients as an Outsourced Chief Investment Officer (OCIO) which allows your board members and staff to focus on your organization’s mission by combining an institutional investment platform with specialized services. Trustees are challenged by the complexity of asset management, fiduciary responsibilities, and their organizations operational needs. With Endowment Wealth Management™ as a partner your organization receives a dedicated OCIO team of knowledgeable asset management professionals. We operate as a fiduciary partner and act as an extension of the board, trustees, committees, and staff to effectively manage assets and navigate risk.


Endowment & Foundation learning center

Seven Reasons
Why Clients Hire EWM

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Meet Our
Professional Team

  • Robert L. Riedl, CPA, CFP®, AWMA®

    Director of Wealth Management

  • Prateek Mehrotra, MBA,CFA,CAIA

    Chief Investment Officer

  • Tim Landolt, MBA

    Director of Institutional Services

  • John D. Weninger, CFP®

    Wealth Advisor

  • Heidi Buhler

    Wealth Administrator

  • Susan Michalewski

    Family Office Services Specialist