I’m REALLY pumped today to talk with you all about an investing strategy that singlehandedly changed the game for both me and my clients back when I first discovered it. It’s called the Endowment Model.
There’s so much to unpack here. Who created it, and why is it so revolutionary? How and when did it “click” for me? How does it work? What are the potential risks? How have I used it for my own family’s portfolio? And, finally, if you’ve already CAPitalized, we’re going to talk about how you can get started using the Endowment Model for yourself.
This is exciting stuff, and I can’t wait to share it with you! Join me and learn all about the Endowment Model on today’s episode of CAPitalize Your Finances!
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. ART-471462 (09/23)