Endowment Wealth Management
Prateek Mehrotra, MBA, CFA, CAIA, has more than 20 years of experience with alternative investment strategies for institutional and individual investors.
He serves as the chief investment officer of Endowment Wealth Management in Appleton, Wisconsin. Previously he was CIO of Sumnicht & Associates.
Why Endowment Funds Like Yale’s Are Doing Just Fine
By Prateek Mehrotra | July 31, 2014
The top articles from the 2015 issues of IMCA’s Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known...
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It’s time to determine whether a different kind of pricing makes more sense for you and your clients a model that pays you for the...
Dec 02, 2015
Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even...
Nov 17, 2015
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Nov 10, 2015
Consumer behavior has shifted challenging advisors to change how they run their business by adopting new technology that allow them to focus on increasing client...