Endowment Index® Calculated by Nasdaq OMX®

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The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) is a rules-based benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. This investable index is used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees,

Endowment Collective Trust for 401(k) Plans

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The Endowment Multi-Asset ETF Collective Investment Fund, sponsored by Alta Trust for 401(k) Plans is a passive, indexed allocation based upon the asset allocations of over 800 university endowment funds. This globally-diversified core holding can be an alternative to a traditional balanced or target date fund, or considered as a QDIA option for your plan. CUSIP:26923F105

SMA/TAMP Models for Advisors

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Advisors can enhance their practice with our TAMP/SMA ETF based models which provide exposure to three broad asset classes: Global Equity, Global Income (Short Duration Fixed Income, Global Fixed Income and Global Multi-Asset Income) and Liquid Alternatives (Hedge Funds, Real Assets and Private Equity).

Welcome to ETF Model Solutions®

Our name, “ETF Model Solutions®” embodies our purpose.  Our firm utilizes exchange traded funds (ETFs) to create model portfolios and investment solutions designed to provide endowments, foundations, 401(k) plans, advisors, family offices, and investors with better investment outcomes.  We use ETFs because they offer low-cost, broad diversification, access to unique asset classes and strategies, and tax efficiency from which ALL investors can benefit.

Our Firm implements the Endowment Investment Philosophy™, pioneered by major university endowments, which adds liquid alternatives to create a three dimensional portfolio comprised of global equities, global income, and liquid alts.

Whether you are an endowment, foundation, 401(k) consultant or Plan Sponsor, investment adviser, family office manager, or an individual investor, I invite you to learn more about our various ETF model solutions®, including the Endowment Index®  calculated by Nasdaq OMX®, the Endowment Collective Investment Fund, sponsored by Alta Trust for 401(k) Plans, or our ETF-based SMA or TAMP models for advisers.   We can also develop customized endowment-based investment solutions for institutions, family offices or high net worth investors.

To learn more, please tour our website where you can download fact sheets and informational brochures on our investment strategies, or, I invite you to contact me, Prateek Mehrotra, Chief Investment Officer at 920.785.6010 (Prateek@ETFModelSolutions.com) or Tim Landolt, Managing Director at 920.785.6012 (Tim@ETFModelSolutions.com) to arrange for a personalized introductory conversation.  We look forward to working with you.

ETF Model Solutions TM2

Please view our introductory video:

Prateek Mehrotra, MBA, CFA, CAIA
Chief Investment Officer
 

Endowment Index® calculated by Nasdaq OMX®

The Endowment Index® , calculated by Nasdaq OMX® tracks the performance of the average university and college endowment portfolios. The index represents the investable opportunity for managers of portfolios that utilize the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The index is a rules-based, objective benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. All underlying index components are investable, allowing for real-time data dissemination that can be used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees, portfolio managers, consultants and advisors to endowments, foundations, trusts, DB/DC plans, pension plans and individual investors.

What is a Collective Fund

A Collective Investment Trust (CIT) is also known as a Collective Investment FundMore Details

Who is the Trustee

Alta Trust Company is a South Dakota state chartered trust company that provides retirementMore Details

The Endowment Collective

Endowment Multi-Asset ETF Collective Investment Fund is ideally suited to be used as a globallyMore Details

How to Access/Invest

To learn more about the Endowment Multi-Asset ETF Allocation CIT or for document requestsMore Details

Six Reasons to Invest

The CIF uses the Endowment Investment Philosophy™ which integrates a third major asset classMore Details

Collective Disclosures

Alta Trust Company is a South Dakota chartered trust company and acts as trustee of the FundMore Details

Our 7 ETF Model Building Block Solutions for Advisors

Our mission is to provide unique ETF based model solutions that are low-cost, provider agnostic, and are designed to deliver superior risk-adjusted returns.