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
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Digital Transformation and the Advisor: Keeping pace with a rapidly evolving competitive landscape will show you how to take advantage of—rather than feel threatened by—financial...
Secure the future of your business with customers from the largest generation in history.
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.