Liquid Endowment2020-07-16T14:07:50+00:00

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Liquid Endowment Model

The Liquid Endowment Model seeks to approximate the investment strategies and asset allocation policies of traditional endowment funds through the use of liquid securities in the traditional and alternative asset classes.

Through the use of low-correlated asset classes, the Liquid Endowment Model seeks capital appreciation through various market cycles by providing portfolio exposure outside of stocks and bonds.

The Liquid Endowment Model uses an SMA format, providing flexibility and control for the advisor and client through client ownership of each stock, ETF, and mutual fund.

Fact Sheet

Security Selection Process