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
CLICK HERE to instantly access our complimentary White Paper “Marketing Brand Checkup - Self Audit”.
Your clients have questions about the risks and rewards of investing in equities. Help them resolve their uncertainty and take advantage of today’s opportunity.
What does the future hold for the financial services industry? Demographic shifts, industry trends, and possible scenarios are examined in this Investments & Wealth Monitor...
Nov 05, 2014
More changes are on the horizon for Social Security so it’s important for you to stay knowledgeable and up-to-date. Discover how you can adequately advise...
Oct 21, 2014
While 529 plans have been designed to allow families to save and invest for college, there are many features that participants may benefit from in...
Oct 15, 2014
Join ThinkAdvisor for this live, interactive webcast and hear from industry experts as they debate high risk vs. low risk theories and explain how to...