Educational Materials Landing2019-12-16T12:45:24-05:00

Educational Materials

Interval Funds Can Provide Excellent Tool for Advisors

Interval Funds Can Provide Excellent Tool for Advisors

Interval Funds are gaining prominence as managers seek to provide certain investors greater access to non-traditional investments.

Public vs Private Investments

Public vs Private Investments

Today, financial markets offer investors more investment choices than at any time in history including rapidly expanding opportunities beyond public markets such as private investments. Not surprisingly, investors are taking greater advantage of various investment possibilities in seeking new and better means to meet their financial needs and wants.

Publications

Mr. Wildermuth has a lengthy and strong background in the areas of equity and fixed income research and money management. As CIO of  Wildermuth Asset Management and Wildermuth Advisory, he pioneered over 20 different money management strategies developed to best utilize different research available and particular investment vehicles. Beyond traditional investment vehicles, Mr. Wildermuth pioneered advanced portfolio strategies and approaches for individuals, which utilized various alternative asset classes and innovative investment structures. He is also a published author of two books, Wise Money and How to Keep and Grow Your Retirement Assets, which both detail potential methods that investors can invest more similarly to institutions such as endowments.

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Wildermuth Advisory Atlanta Daniel Wildermuth Wise Money book cover Wildermuth Advisory Atlanta Daniel Wildermuth How to Keep and Grow Your Retirement Assets book cover

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