7-ETF Models

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We have created 7 ETF based model solutions that provide exposure to three broad asset classes: Global Equity, Global Income (Short Duration Fixed Income, Global Fixed Income and Global Multi-Asset Income) and Risk Managed/Liquid Alternatives (Hedge Funds, Real Assets and Private Equity).

Endowment Index™

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The Endowment Index™ is an objective 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

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Endowment Multi-Asset ETF Collective Investment Fund is ideally suited to be used as a globally-diversified core holding that can be an alternative to a traditional balanced or target date fund. In addition, the CIF can be used as a QDIA option for your plan.

Welcome to ETF Model Solutions™

prateekOur ETF models are being used by individual investors, financial advisors, 401(K) plans, and charitable endowments in order to take advantage of their low cost, broad diversification and tax efficiency benefits. As you tour our website you will fund our models to be flexible, dynamic, and easily adapted to your investment needs. I invite you to contact me to discuss your individual investments and how our ETF Model Solutions can improve your portfolio. Please contact me, Prateek Mehrotra, at 920.785.6010 (Prateek@ETFModelSolutions.com). or our Managing Director, Tim Landolt, at 920.785.6012 (Tim@ETFModelSolutions.com).  We look forward to our conversation.

Please view our introductory video:

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Our 7 ETF Model Building Block Solutions

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.

What is a Collective Fund

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

Who is the Trustee

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

Our 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

Our 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 Endowment Collective Endowment Multi-Asset ETF Collective Investment Fund

Endowment Multi-Asset ETF Collective Investment Fund is ideally suited to be used as a globally-diversified core holding that can be an alternative to a traditional balanced or target date fund. In addition, the CIF can be used as a QDIA option for your plan. The following US Department of Labor fact sheet provides an overview of regulations related to QDIA

Endowment Index™

The Endowment Index™ is an objective 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, portfolio managers, consultants and advisors to endowments, foundations, trusts, DB/DC plans, pension plans and individual investors. The Endowment IndexTM has been co-created by Endowment Wealth Management, Inc. and ETF Model Solutions, LLC.
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