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.

 

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There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Wise Money does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of a Broker Dealer. Representatives address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, representatives do not earn both advisory fees and brokerage commissions on the same assets.