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.