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Wise Money: Using the Endowment Investment Approach to Minimize Volatility and Increase Control by Daniel Wildermuth

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14Putting It All Together

WE HAVE COVERED A WIDE RANGE OF THE INVESTMENT VEHICLES commonly used by endowments and institutions to achieve their investment aims. Hopefully, you are convinced that there is value in adopting this strategy or at least parts of it. Let’s look at some different ways to get started.

A key component of successful application of these various principles can be working with someone who understands them and has experience applying them. If your net worth is well above the accredited investor threshold—remember that means you have at least $1 million of investable assets or suitable income—finding a good financial professional to help you will be easier. But it may still take effort to find the right person. If your net ...

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