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_riedl1

    Robert L. Riedl

    Director of Wealth Management

  • prateek_mehrotra1

    Prateek Mehrotra

    Chief Investment Officer

  • Landolt-Tim-2015.03.04-566-4x5-white-170x207-closeup

    Tim Landolt

    Director of Institutional Services

  • heidi_buhler1

    Heidi Buhler

    Wealth Administrator

  • susan-michalewski-9-15-16-close-up-170x210-for-website-1

    Susan Michalewski

    Family Offices Services Specialist

  • thomas_remley1

    Thomas P. Remley

    Consultant