Endowment Wealth Management was founded on the philosophy that all family wealth should be managed through the utilization of the Endowment Investment Philosophy (EIP), which is how most major University Endowments’ have been managed for decades. The increasing complexities of the financial markets and ever changing tax laws have put an end to the use of the classic buy and hold investment strategy. Our firm’s three dimensional EIP Portfolio is comprised of unique Equity, Income and Risk Managed asset allocation pools that are also divided between core and satellite allocations. Our firm implements the EIP based on your unique risk profile, by creating a “Core” asset allocation comprised of passive ETF’s in order to utilize their low cost, transparency, liquidity and favorable tax benefits to build a core portfolio. We then strategically add various tactical “Satellite” asset allocations comprised of alpha producing mangers that utilize separately managed accounts (SMA), etc.