Press Release: Endowment Index™ Q3 2018 Update

By | Endowment Index™, News

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or who otherwise incorporate alternative investments within a comprehensive asset allocation. The Index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/contribution plans and individual investors.

About the Endowment Index™ calculated by Nasdaq OMX®

The Endowment Index™ uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 33,000 underlying securities. Real-time pricing data on the Endowment Index™ can be viewed under the symbol “ENDOW” through major quote providers, including Bloomberg as well as public websites such as Google and Yahoo Finance. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Disclosure: Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Past performance is not necessarily indicative of future results. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any investment strategies discussed herein. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an SEC registered investment adviser. Registration does not imply any level of skill or training, nor does it imply endorsement by the SEC or and other securities regulatory authority. You cannot invest directly in an index. Indexes do not contain fees. Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses. Past performance is not necessarily indicative of future results. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

Endowment Wealth Management CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018

By | News | No Comments

Appleton, WI – June 8, 2018 – Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, Inc. and ETF Model Solutions, LLC has been named to the Investopedia Top 100 Financial Advisors list for 2018.

The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.

Investopedia’s 2nd annual rankings seeks to recognize advisors that are able to engage their audience across multiple platforms, measuring their reach and influence and quality of the information they produced and shared across a broad range of media platforms.

In developing their proprietary rankings, Investopedia’s data science and editorial teams reviewed the applications of hundreds of financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers.  The strength of each applicant’s page rankings, followers, and citations of their work by other advisors, consumers and the financial media were all evaluated as part of their ranking process. The analysis seeks to identify not only the advisors with the largest followings, but also those who have dedicated their time to educating investors around the world.

For more information contact:

Endowment Wealth Management, Inc. 

www.EndowmentWM.com 

920.785.6010

Award recognition does not qualify as an endorsement.  Endowment Wealth Management, Inc. does not make any solicitation payments to award sponsors to be nominated or to qualify for nomination of an award.  More information on Investopedia’s rankings methodology can be obtained at www.investopedia.com/top-100-financial-advisors-2018/.

Press Release: Endowment Index™ 1Q 2018 Update

By | Endowment Index™, News | No Comments

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or who otherwise incorporate alternative investments within a comprehensive asset allocation.  The Index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/contribution plans and individual investors.

About the Endowment Index™ calculated by Nasdaq OMX®

The Endowment Index™ uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets.  Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 33,000 underlying securities.  Real-time pricing data on the Endowment Index™ can be viewed under the symbol “ENDOW” through major quote providers, including Bloomberg as well as public websites such as Google and Yahoo Finance. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Disclosure:  Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Past performance is not necessarily indicative of future results.  Investments involve risk and unless otherwise stated, are not insured or guaranteed.  Be sure to consult with a qualified financial adviser and/or tax professional before implementing any investment strategies discussed herein.  ETF Model Solutions, LLC is registered as an investment adviser with the SEC.   ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an SEC registered investment adviser.  Registration does not imply any level of skill or training, nor does it imply endorsement by the SEC or and other securities regulatory authority.  You cannot invest directly in an index. Indexes do not contain fees.  Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses.  Past performance is not necessarily indicative of future results. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

Press Release: Endowment Index Gain 17.6% in 2017; Best Annual Gain Since 2009

By | Endowment Index™, News | No Comments

APPLETON, Wis.Jan. 8, 2018 /PRNewswire/ — The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 17.6% (on a total return basis) for the year ended December 31, 2017.   This compares to the S&P 500, which gained 21.8% for the same period.

The Index began the year at 1,072.11 and never once dipped below that mark.  Consistent with the low-volatility environment that global markets experienced in 2017, the Index rose steadily, posting gains in each of the 4 quarters.  The Index’s greatest retracement was just 1.64%, occurring during the first week of August.

Eighteen of the Index’s nineteen components posted gains in 2017.  Natural resources-metals & mining (+37.1%), emerging markets equity (+36.8%), emerging markets equity-China (+31.8%), natural resources-timber (+29.8%), international real estate (+26.5%), and equity-international developed (+26.4) posted the strongest gains.  Managed futures (-3.2%) posted the only decline among Index constituents.

Link to Full Release

 

fb_post

Press Release: Endowment Wealth Management, Inc. Adds to its Wealth Management Team

By | News | No Comments

PRESS RELEASE

FOR IMMEDIATE RELEASE

Endowment Wealth Management, Inc Adds New Wealth Advisor

Appleton, WI, December 11, 2017 – Endowment Wealth Management, Inc. is pleased to announce that John Weninger, CFP® has joined the firm as a Wealth Advisor.

John is a Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. He was the founder of Vision Wealth Partners, a Weninger, JohnWisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011. His writing has been featured on CNBC, Yahoo! Finance, U.S. News and MyCompanyRetirementPlan.com.

John received his Bachelor’s Degree from St. Norbert College majoring in Finance. He earned his Certified Financial Planner (CFP®) in 2017.
Endowment Wealth Management, Inc is a multi-family office and fiduciary RIA firm with a team of 6 professionals including a CFA®, MBA, CPA, AWMA® and two CFP® holders. EWM manages over $150 million in client assets and has clients in twelve states.

###

If you would like to learn more about Endowment Wealth Management, Inc, please visit www.endowmentwm.com, call Rob Riedl at 920-785-6010, or email rob@endowmentwm.com.

Robert L. Riedl, CPA, CFP, AWMA
CEO/Director of Wealth Management
Endowment Wealth Management, Inc.
920.785.6010

Press Release: Endowment Index® Rides Equity Bull Markets to New Heights in 3rd Quarter

By | Endowment Index™, News | No Comments

APPLETON, Wis., Oct. 6, 2017 /PRNewswire/ — The Endowment Index®calculated by Nasdaq OMX® (symbol ENDOW) closed at an all-time high of 1,215.48 to end the third quarter of 2017, an increase of +4.07% on a total return basis over its 2Q closing price. Comparatively, the S&P 500 gained 4.48% during the same period. The Endowment Index® has gained +13.37% in 2017, vs. 14.24% for the S&P 500.  Read full release.

For more information on the Endowment Index, including fact sheets, data, and previous news releases, visit www.EndowmentIndex.com.

You cannot invest directly in an Index.  Indexes do not contain fees.  Past performance is not necessarily indicative of future results. Current performance may be lower or higher than the performance data cited. 

EWM E Logo 50x50_opt

The Other 496 S&P Stocks

By | News | No Comments

In an article from the Wall Street Journal, Justin Lahart describes how the immense growth of Amazon, Apple, Google parent Alphabet, and Facebook has been propelling a substantial portion of the S&P 500’s gains.

The article also touches on how the S&P 500 Growth index has outperformed, while the S&P 500 Value index has under-performed. It goes on to discuss the S&P 500 Equal Weight Index and its inability to outperform the S&P 500, indicating that midsize and small company shares, within the growth and value categories, have been under-performing.

Given the fact that the stock market is currently driven by a small amount of stocks, it could be setting itself up for trouble. According to Lahart, “it might not take much for investors to suddenly pine for all the stocks and styles they have abandoned“.

Link to full article

ewm-e-logo-tm

Endowment Index® Gains 3.80% in 2Q; +8.94% YTD

By | Endowment Index™, News | No Comments

Led by private equity and broad-based global equities, the Endowment Index® calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in Q1, the Index has gained 8.94% through June 30th.  Read the text of the below or click here to see the release.

APPLETON, WI, July 10th, 2017. The Endowment Index® calculated by Nasdaq OMX® increased 3.80% (on a total return basis) for the quarter ended June 30th, 2017, closing at 1,167.92. The S&P 500 gained 3.09% for the same period. The Endowment Index® hit a series of new closing highs during the quarter, including a new all-time high of 1,171.31 on June 28th. The Endowment Index® is up 8.94% in 2017, which compares to a gain of 9.34% for the S&P 500 for the same period.

The broad and favorable upward bias of global markets that began in early 2017 continued into the 2nd quarter and 14 of the Index’s 19 components provided a positive return for the quarter. Private equity was both the best performing overall asset class (+9.51%) and the greatest overall contributor to the index’s positive performance. Private equity, along with emerging markets-China (+8.41%), international-developed markets (+6.53%) and emerging markets-diversified (+5.76%) contributed more than 75% of the index’s gains for the quarter. The largest declining component was oil & gas, which declined 10.32% for the period. However, on an attribution basis, its return impact was just -0.20% for the quarter. Declines in gold, managed futures, commodities, and metals & mining were minimal and had a nominal effect on index performance.

Visit EndowmentIndex.com to download an Index fact sheet or spreadsheet containing longer term performance information. You can also register to receive periodic Endowment Index® updates.

 

Disclosure:  Information presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Past performance is not necessarily indicative of future results. Current performance may be lower or higher than the performance data cited.  You cannot invest directly in an index. Indexes do not contain fees.  Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses.    All investments are subject to risk and unless otherwise stated, are not insured or guaranteed.  You should not assume that any investments or strategies discussed herein are or will be profitable.  You should consult with an adviser and consider your goals, risk tolerance, and the risks and costs of investing before making any investment decision.  The S&P 500 is a widely-used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.

ewm-e-logo-tm

Press Release: Endowment Index® Q1 Update

By | Endowment Index™, News | No Comments

APPLETON, WI, April 12, 2017.  The Endowment Index® calculated by Nasdaq OMX® increased 4.95% (on a total return basis) for the quarter ended March 31st, 2017, closing at 1,125.13.   This compared to the S&P 500, which gained 6.05% for the same period.

Global markets have had a broad and favorable upward bias to start 2017. This was reflected in fifteen of the Index’s 19 components providing a positive return for the 1st quarter.  While emerging markets-diversified was the single best performing overall asset class (+11.74%) for the quarter, the Index components providing the greatest overall contribution to the Index’s positive performance were private equity (+1.02%), domestic equity (+0.92%), and international developed equity (+0.70%).  Negative performers included oil & gas, managed futures, commodities and international bonds, although the impact from these declines was minimal.

The index was reconstituted and rebalanced in early February, with some minor changes to several asset classes.  Overall, the allocation to alternatives increased by 1% while the overall bond allocation decreased by 1%.  Within those asset classes, venture capital increased while allocations to developed and emerging market debt, as well as distressed debt were reduced.

View Print Version

ewm-e-logo-tm