News2020-01-07T08:43:55-05:00

News

Pension Bridge Event

Members of the Wildermuth Advisory team will be attending The Pension Bridge’s Private Equity Exclusive Conference in Chicago to learn about the most important issues, outlooks, challenges, opportunities and trends that are shaping the [...]

Wildermuth Endowment Fund Exceeds $150 Million AUM

Alpharetta, GA, June 5, 2019 – Wildermuth Advisory LLC, an investment advisor that applies endowment model investment strategies, announced today that the Wildermuth Endowment Fund has exceeded $150 million assets under management (AUM). The [...]

Market Commentary

Daniel Wildermuth’s Market Commentary features Mr. Wildermuth’s unique insight into U.S. and world markets, as well as, his review of current events shaping our nation and world.

Resources

Fund Documents

January 2020 Market Commentary

December 2019 Market Commentary

November 2019 Market Commentary

October 2019 Market Commentary

September 2019 Market Commentary

August 2019 Market Commentary

Dividend History

Fund Document Requests

If you would prefer to receive fund documents via mail, please call (678) 333-0900 or email us at investorservices@wildermuthsecurities.com.

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