The Household Endowment Model from Wealth Strategies Advisory Group

The Household Endowment Model​®

Applying the principles of one of the nation's top university endowments to
our own high-level platform of personal wealth management

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A Unique Opportunity for Discerning Investors in the Pursuit of Risk-adjusted Excess Returns


​Our white paper on The Household Endowment Model® provides more details on:
  • The 3 basic pinciples upon which our model is built
  • How the portfolio is constructed to withstand market volatility
  • The growing importance of alternative investments
  • Lessons learned from the financial crisis
  • ...and more
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¹ Yale Endowment 2014 Annual Report; Yale News, Sept. 24, 2015; New York Times, Sept 24, 2015

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Kennedy Wealth Group
721 North 24th Street
Quincy, Illinois 62301  /  (217)221-1300
Jeffrey Kennedy with Kennedy Wealth Group is an Investment Advisor Representative. Independent Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor.  Securities offered through Center Street Securities, Inc (CSS), a registered Broker/Dealer and member FINRA & SIPC. Kennedy Wealth Group, CSA and CSS are independent  entities.  PRIVACY POLICY
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