Charlotte, NC Office

Endowment Wealth Management serves a mix of individual investors, retirement and pension plans, non‑profits, and institutional clients, providing financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm manages traditional assets as well as access to alternative and illiquid investments, and implements client strategies through separately managed accounts, unified managed accounts, third‑party managers, and platform providers such as Envestnet.

The firm follows an articulated Endowment Investment Philosophy that groups assets into growth, income, and risk‑managed buckets and implements those allocations using ETFs, separate account managers, model portfolios, and private placements; tax considerations are evaluated when relevant but are not always the primary focus. Portfolios are customized to client suitability information and monitored for rebalancing and adjustments under either discretionary or non‑discretionary mandates.

Noteworthy features that distinguish the firm from many peers include operating and sponsoring pooled private investment vehicles through affiliated entities and acting as a private fund adviser, with performance‑based compensation arrangements on certain private equity and venture investments for qualified clients. The firm also maintains an endowment‑style index that uses proxy ETFs (and may be presented with hypothetical performance), offers an insured cash sweep program that generates an administrative fee to the firm, may negotiate secondary‑market commission rates for large transactions, and has a related accounting professional who provides limited tax preparation services outside the advisory business.