© Copyright - Daniel Wildermuth Seattle Web Design by ZumaSites

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.