About Wildermuth Wealth
Wildermuth Wealth is a service mark that encompasses the Wildermuth family of companies. It includes the portfolio management and distribution services associated with the Wildermuth Endowment Fund* and Wildermuth Asset Management. Chief Investment Officer, Daniel Wildermuth, leads and manages these strategies along with a distinguished team of experienced, insightful analysts.
This tailored approach offers investors asset management across a wide array of asset classes, including equities and fixed income as well as numerous non-traditional asset classes, such as private equity, real estate, oil and gas, commodities, and hedge funds. Across all strategies, the advisor’s primary focus is to seek risk-adjusted returns that generate alpha. Alpha is a measure of an investment’s performance on a risk-adjusted basis. It takes the volatility (price risk) of a security or fund portfolio and compares its risk-adjusted performance to a benchmark index. The excess return of the investment relative to the return of the benchmark index is its alpha.
The Wildermuth Endowment Fund* seeks to provide long-term capital appreciation and income to investors by utilizing investment strategies and asset allocation policies established by leading endowment funds.
Wildermuth Asset Management is a money manager providing Separately Managed Account strategies that include a variety of equity and fixed income asset classes specifically created to maximize clients’ earnings potential.
Wildermuth Securities is a distributing broker dealer for 40 Act Interval Funds. The team relies on its experience working alongside registered investment advisory firms and independent broker dealers to better serve and educate financial advisors. Wildermuth Securities represents and distributes the Wildermuth Endowment Fund*.
*The Fund is not accepting new offers to purchase shares until the SEC has reviewed the 2020 prospectus and audited financial statement for the year ended December 31, 2019.
Why We Are Different
The Wildermuth family of companies delivers meaningful advisory and asset management services; and develops and supports innovative investment solutions that help to level the playing field for the individual investor.
Striving to be mindful and contemplative
Genuine passion and caring
Developing different and compelling investment strategies that help to level the playing field for the individual investor