ETF Model Solutions®  is the Investment Manager for The Endowment Multi-Asset ETF Allocation CIF.

ETF Model Solutions®

  • Is a third party investment strategist that creates globally-diversified, ETF-based asset allocation models for retirement plans with the goal of improving risk-adjusted returns while reducing overall plan costs.
  • Our models are guided by the Endowment Investment Philosophy™, which incorporates liquid alternative (risk-managed) investments as a third dimension in the overall investment allocation
  • The team at ETF model solutions®  has 100+ years of combined experience, including 25+ years combined history creating, managing and marketing ETF-based investment models
  • ETF Model Solutions®  functions as a discretionary investment advisor under ERISA with respect to assets  managed within our ETF model portfolios in retirement plan accounts and Collective Fund
  • ETF Model Solutions®  is a Co-Creator of the Endowment Index® (Symbol: ENDOW) calculated by Nasdaq OMX®

You can download the following Infographic that will give you a high level schematic of our Endowment Investment Philosophy and our approach of adding a 3rd dimension to a traditional two-dimensional stock & bond portfolio:


Endowment Collective Fund Infographic