The Household Endowment Model: Wealth Planning for Affluent Families

$14.99
by Vince Annable

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Your wealth should not live and die with the downturns and upticks of the stock market. But if your advisor stuck you with a prehistoric investment model of stocks and bonds, your heart drops—along with your portfolio value—any time the market takes a tumble. You’re ready to escape the volatility and mitigate the risk in your portfolio, but you’re not sure where to turn. Everywhere you look, it’s the same approach packaged differently. In The Household Endowment Model , Vince Annable shares a comprehensive solution to protecting your wealth. In part one, he walks you through how to design a portfolio that utilizes alternative investments like real estate, private equity, and venture capital. Since these assets don’t move in sync with the stock market, you get improved stability and none of the volatility. Once your portfolio is stabilized, Vince dives into every aspect of holistic wealth management: tax planning, estate and business planning, asset protection, charitable giving, and more. When the work is done, you’ll enjoy the SWAN effect and sleep well at night. "Diversification through best-in-class investment managers, in non-correlated investments, has been my approach for my own family investing needs for decades, and my family and I have benefited greatly. As a professional real estate investment manager, I have seen this method work time and time again. To the extent these principles are followed in Vince's "endowment-style investment" approach, they should balance risk and achieve above-average results." -- Francis J. Greenburger, American real estate developer, literary agent, author, philanthropist, founder of Time Equities "Over ten years ago, I met Vince and we began working together. At first I simply helped in investing client assets in liquid assets: large-cap, small-cap, international, fixed income, etc., but soon I learned that Vince was only allocating a portion of his clients' assets to me and investing the rest in alternatives. As our relationship grew, I learned more about alternatives and, because of my conservative nature, I simply watched, eagerly learned, and awaited the results. Then I read much about Yale's endowment investing and David Swenson. Together, Vince and I have been investing client assets according to the principles of the household endowment model. This process has amazingly helped clients side step market volatility and enjoy the benefits of direct participation programs in balance with liquid exposure. At my company, Claraphi, we follow this discipline and have enjoyed the successes of the endowment strategy. The success is astoundingly evident and certainly promotes the household endowment style of investing." -- Vali Nasr , CEO Claraphi Advisory Network "Experienced sponsors and carefully selected investment programs are key points that Vince emphasizes in this book on the household endowment model. We have used this same strategy to successfully grow our own company over a thirty-five-year period by finding good joint venture partners with well-conceived business plans that have consistently generated above-market returns while sleeping well at night. I support this same philosophy when making personal investments." -- Robert Ambrosi , founder and chairman of ARCTRUST and Tibor Pivko, international business guest speaker at Duke, Columbia, NJIT, and Rutgers "Having made highly successful investments for some of the nation's top Ivy League endowments, I can attest to Vince's endowment-style investment approach. This approach provides these institutions with diversification, a strong non-correlation to the equity and bond markets, along with alpha. This investment approach has served my firm well for the past thirty-nine years." -- Jake Bisenius , president and chief investment officer of AmCap, Inc., Harvard MBA. Vince Annable , CRPC®, is the creator of The Household Endowment Model® and founder and CEO of Wealth Strategies Advisory Group. Vince has been involved in the financial services industry since 1981. Vince prides himself in bringing new investment methods to high net worth families. He's had families approach him after learning his method to tell him that they didn't understand why their own advisors hadn't told them about it. He's also taken his message to the public on  The Michael Wall Show , ABC15  Sonoran Living , and as the host of the podcast,  Your Money Manual .  Vince lives in Scottsdale, Arizona, with his wife and enjoys fine food and wine, traveling, and reading.

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