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Address:

37627 Pembroke Ave.
Livonia, MI 48152

Phone:

734.855.4400

Endowment Model

The Endowment Model is a sophisticated investment strategy adapted from similar strategies used by acclaimed institutions worldwide.  This model uses a time tested formula of traditional and alternative investments to combine for potential returns across various market conditions.

The strategies utilized by endowments were once considered out of reach for individuals with less than 10 million dollars. However, innovative, investment strategies have made these strategies accessible through the Endowment Model.  Most investors now have the opportunity to adapt the investments of large institutions and provide their retirement accounts with the opportunity for non-market correlated growth.

Zimco Captial are experts in the Endowment Model.  Our Broker/Dealer’s proprietary software allows us to complete a customized analysis comparing your current investments to the Endowment Model.

 

 

 

 

 

 

 

 

There are material differences between the terms under which endowments and individuals can invest in alternative investments.  These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity.  There is no standard or exact definition of the endowment model.  Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors.  Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor.  Kalos’ Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital.  We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients.  Also, Kalos representatives do not earn both advisory fees and brokerage commissions on the same assets.

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