MyRoboAdviser™ | About Us
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About Us

We’re your automated, goals-based Wealth Adviser

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 700 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 [email protected], 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 Manager

Press & Awards

ETF Model Solutions Prateek Mehrotra Named to 2023 Wisconsin Titan 100

The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz .

ETF Model Solutions’ Robert Riedl Named to Investopedia Top 100 Advisors List for 2019

The Investopedia Top 100 Advisors for 2019 was awarded 8/8/2019 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .

ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018

The Investopedia Top 100 Advisors for 2018 was awarded 6/8/2018 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .

ETF Model Solutions® Named Finalist for 2016 Wisconsin Innovation Awards

The Wisconsin Innovation Awards Finalist for 2016 was awarded on 8/3/16 by Wisconsin Innovation Awards. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: http://www.wisconsininnovationawards.com .

ETF Model Solutions® Named Finalist for 2016 WealthManagement.com Industry Awards in Asset Management-ETF Strategist Category

WealthMangement.com Industry Awards for 2016 was awarded 6/21/2016 by WealthManagement.com. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.wealthmanagement.com/wealthies-circle .

ETF Model Solutions® Named as Finalist for 2015 Wisconsin Innovation Awards

The Wisconsin Innovation Awards Finalist for 2015 was awarded on 8/13/2015 by Wisconsin Innovation Awards. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: http://www.wisconsininnovationawards.com .

ETF Model Solutions®‘ Endowment Index® a Finalist for Index of the Year by ETF.com

The ETF.com Index of the Year Finalist for 2014 was awarded on 3/11/2015 by ETF.com. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.etf.com/sections/features/23918-nominations-open-for-2015-etfcom-awards.html .