Tim Landolt

About Tim Landolt

I serve our firm in a leadership capacity as Chief Compliance Officer. I am involved in…

Experience

1. Director of Institutional Services

   Endowment Wealth Management, Inc.- A Multi-Family Office

   Feb 2014 — Present · Appleton, WI, US

   Endowment Wealth Management® is the advisory affiliate of ETF Model Solutions, LLC. EWM offers investment advisory services to three major client groups: individuals & families, endowments & foundations, and retirement plans. EWM serves its high net-worth (HNW) and ultra-HNW clients with a wide range of personal and business-related professional wealth management services, including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Planning, Business Succession Planning, and 401(k) plan or retirement plan management. We serve clients on a fee-only basis as an independent fiduciary. Our firm is named after our three-dimensional Endowment Investment Philosophy® (or EIP), similar to what is used by most major universities, foundations, and institutional investors. The EIP constructs portfolios using a combination of global equity, global fixed income, and alternative investments, seeking to provide investors with improved risk-adjusted returns. We differentiate our services from other firms by serving as a fee-only fiduciary and providing our clients with access to a broad and deep range of alternative investments to assist them in achieving their financial goals. Have a question? I encourage you to reach out to me today for an introduction to our firm and our credentialed team including Chartered Financial Planners (CFP), Chartered Financial Analysts (CFA), and Chartered Alternative Investment Analyst (CAIA) and CPAs. We would love to share how we incorporate alternative investments into our client portfolios. If you are a non-profit, please send me your RFP- we will be happy to participate in your search you how nonprofits of nearly any size can benefit from alternatives in their endowment portfolio.

Education

• Loyola Marymount University

  MBA, Finance

  1992 — 1994

Skills

• Private Equity Etf
• Equities
• Institutional Research
• New Issues
• Investment Advisor Compliance
• Etf Models
• Wisconsin Ria
• Third Party Etf Manager
• Endowment Funds
• Hedge Fund of Funds
• 401k
• Passive Etf Strategies
• Smas and Umas
• Erisa
• Closed End Funds
• Asset Management
• Etfs
• Real Asset Etfs
• Equity Research
• Portfolio Management
• Fiduciary
• Etf Strategies
• Financial Advisory
• Series 65
• Precious Metal Etfs
• Retirement Planning
• Endowment Collective Investment Trust
• Index Construction
• Fixed Income
• Trading
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Securities
• Investments
• Endowment Philosophy
• Wealth Management
• Active Etf Strategies
• Investment Advisory
• Business Development Companies