About Us
INTRODUCTION
We believe that investors like you are better served by an automated, goals-based investment advisory service that utilizes the Endowment Investment Philosophy® (“EIP”) to offer 3-dimensional ETF portfolios designed to help you achieve your specific goals. Our 3D models constructed within the context of the EIP that differentiates our service from other automated investment services.
My Robo Adviser™ was created by ETF Model Solutions, LLC, an SEC registered investment adviser. ETF Model Solutions is the creator of the Endowment Index®, a rules-based index that measures the asset allocation of over 800 college and university endowments and seeks to replicate that allocation using ETFs.
We invite you to learn more about our 3-D Endowment Investment Philosophy, our automated investment process, and how you can get started towards reaching your goals by opening an account in just a few minutes. If you have any questions please contact Sam Moore at service@MyRoboAdviser.com, or 920-785-6020.
Our Professional Team
Prateek Mehrotra, MBA, CFA®, CAIA®
Chief Investment Officer
Sam Moore, CFP®
Wealth Advisor
Timothy Landolt, MBA
Managing Director
John Weninger, CFP®
Wealth Advisor
Robert L. Riedl, CPA, CFP®, AWMA®
Chief Financial Officer
Jamie Brown, CPA, CFA®
Senior Investment Officer
Heidi Buhler
Operations ManagerPress & Awards
ETF Model Solutions’ Robert Riedl Named to Investopedia Top 100 Advisors List for 2019
August 6, 2019 Press Release
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018
June 8, 2018 Press Release
ETF Model Solutions® Named Finalist for 2016 Wisconsin Innovation Awards
August 3, 2016 Press Release
ETF Model Solutions® Named Finalist for 2016 WealthManagement.com Industry Awards in Asset Management-ETF Strategist Category
June 21, 2016 Press Release
ETF Model Solutions® Named as Finalist for 2015 Wisconsin Innovation Awards
August 13, 2015 Press Release
ETF Model Solutions®‘ Endowment Index® a Finalist for Index of the Year by ETF.com
March 11, 2015 Press Release
Award recognition does not qualify as an endorsement of any particular index, investment firm, investment, or investment strategy. ETF Model Solutions® does not make any solicitation payments to award sponsors in order to be nominated or to qualify for nomination of an award. Information about the respective awards, including judging criteria, can be obtained by visiting www.wisconsininnovationawards.com, wealthmanagement.com, and etf.com, respectively.