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- Custodian
- Betterment ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2013
- Office Locations
- 2
Office Locations
About ETF Model Solutions, LLC
ETF Model Solutions, LLC designs and manages ETF-based model portfolios and custom endowment-style allocations for endowments, foundations, 401(k) plans, advisors, family offices, and individual investors. Offerings include risk-based models, ETF SMA/TAMP models, and strategies spanning fixed income, multi-asset income, and real asset/inflation protection. Unique: their Endowment Index (calculated by Nasdaq OMX) is a rules-based, investable benchmark used for portfolio comparison and fiduciary research.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WENDY STEPHENSON ORTH
--
- CRD
- --
- Ownership
- 5% but less than 10%
TIMOTHY JOSEPH LANDOLT
Advisor, Chief Compliance Officer
- CRD
- #1503180
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JAMIE RICHARD BROWN
Senior Investment Officer
- CRD
- #5463760
Cole James Fleischmann
Investment Analyst
- CRD
- #7556411
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,115,702 | $82,344 |
| Non-Discretionary | $0 | -- |
| Total | $18,115,702 | $82,344 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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