ETF investment strategist serving advisers, retirement plans, institutions and individual investors. Our name, “ETF Model Solutions®” embodies our purpose.
Our firm utilizes exchange traded funds (ETFs) to create model portfolios and investment solutions designed to provide endowments, foundations, 401(k) plans, advisers, family offices, and investors with better investment outcomes. We use ETFs because they offer investors the opportunity to reduce their costs, broaden their diversification, access to unique asset classes, customize their investment
strategy, improve their tax efficiency and other important benefits. We embrace the Endowment Investment Philosophy®, pioneered by major university endowments, blending alternative investments to traditional stock-bond portfolios create a three dimensional allocation comprised of global equities, global income, and liquid alts. Whether you are an endowment, foundation, 401(k) consultant or Plan Sponsor, investment adviser, family office manager, or an individual investor, we invite you to learn more about our various services, including the Endowment Index® calculated by Nasdaq OMX®, Endowment Allocation Models for 401(k) Plans, or our ETF-based SMA or TAMP models for advisers. We can also develop customized endowment-based investment solutions for institutions, family offices or high net worth investors. In addition, we have created www.MyRoboAdviser.com for individual investors seeking to access a more comprehensive asset allocation solution that models the Endowment Investment Philosophy®. To learn more, please visit our website(s) at www.ETFModelSolutions.com,www.EndowmentIndex.com, or www.Embark-Invest.com. Welcome to the ETF Model Solutions page. We are eager to connect with you and to pass along insights about our investment strategies, our investment advisory services, and informative content on the economy, investment markets, and relevant topics. For your own privacy and security, you should know that we will never ask you to update your login or disclose personal account information on Facebook, Twitter or LinkedIn. Please do not include personal or account information in any posts, direct messages or comments. DISCLOSURES: Content posted on this site is limited to informational and educational purposes only and should not be construed as advice. Accordingly, content herein should not be construed by any consumer and/or prospective client as ETFMS’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. ETFMS is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. ETFMS and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. Third party posts found in this profile do not reflect the views of ETF Model Solutions ("ETFMS") and have not been reviewed for completeness or accuracy. Visit our website https://etfmodelsolutions.com/disclosure-terms-conditions for more detailed disclosure statement. ETF Model Solutions Social Media Disclosure
Important disclosure information: Please read these Terms and Conditions of Use (“Terms and Conditions”) carefully. The ETF Model Solutions Facebook account (“Site”) is maintained by ETF Model Solutions, LLC, a third-party strategist that builds ETF-based model solutions. We are eager to connect with you and to pass along insights on the latest trends and information about our industry and our firm. For your own privacy and security, you should know that we will never ask you to update your login or disclose personal account information on Facebook or other social media sites in which we post content. Please do not include personal or account information in any Tweets, direct messages or comments. We do not post personalized financial advice. You should seek the help of a financial professional to become informed about any of our products and services. ETF Model Solutions is not responsible for and does not endorse the content by other Facebook or social media users available from other pages or sites. Any opinions expressed by our followers or connections are those of the persons submitting the comments and don’t necessarily represent the views of ETF Model Solutions or its management. ETF Model Solutions is not responsible for the terms of use or privacy or security policies at this site and you use the site at your own risk. ETF Model Solutions reserves the right to block any follower who posts or shares content that is deemed inappropriate or offensive or constitutes a testimonial, personal story, advice, recommendation, or advertisement for products, or services or is promotional in nature. We also reserve the right to block followers whose posts or pages contain offensive or inappropriate content or serve as promotional sites. Except where noted, ETF Model Solutions accepts no responsibility for content on third-party websites. The information posted to this Site by ETF Model Solutions represents the current opinions of the manager and such opinions are subject to change without notice. These posts have been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. These pages and links herein contain information that may have multiple authors and will offer multiple opinions on topics of interest. Any original written material on this web site, either authored by ETF Model Solutions staff, or external authors, are strictly the opinion of the author and not of ETF Model Solutions. If you find material that is inaccurate or defaming in any way, please contact us. No Solicitation or Investment Advice: The material contained on the ETF Model Solutions page is for informational purposes only and ETF Model Solutions is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through these sites does not constitute a representation that any investments described herein are suitable or appropriate for any person. Various links on these sites will allow you to leave the ETF Model Solutions pages. The linked sites are not under the control of ETF Model Solutions, and ETF Model Solutions is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. ETF Model Solutions is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by ETF Model Solutions or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. ETF Model Solutions shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. ETF Model Solutions gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document. Likes and retweets are not endorsements.
