New opportunities and open global markets enable Individual Investors to build highly diversified portfolios containing similar asset classes to most endowments.
In Wise Money personal investing specialist, Daniel Wildermuth illustrates how individual investors can adapt the advanced college endowment investment strategy to their own portfolios.
Whether you’re a finance professional who wants to better serve your clients or an individual investor seeking to take control of your financial future, Daniel walks you through the process of creating a portfolio that can offer low performance correlation with stocks while also offering strong long-term performance expectations. Best of all, the endowment strategy does not rely particular skill set, privileged access, or even investing experience. Results derive directly from your original investment choices and Wise Money breaks down your options into thorough, direct explanations. It then illustrates how to customize the strategy to a variety of individual investor situations.