breaklinewealthandtax.com to learn how to apply endowment principles to your portfolio. Sources: • Yale Investments Office, Endowment Reports • NACUBO: FY23 Endowment Study, Long-Term Returns • Cambridge Associates: US PE/VC Benchmark, Long-Term Performance #EndowmentModel

#AlternativeInvestments #AccreditedInvestor #WealthManagement #PortfolioConstruction #HNW #BreakLineWealth #TobinShort #EndowmentModel #InstitutionalInvesting Disclosure: For educational purposes only, not investment, tax, or legal advice. These strategies are highly complex, subject to plan design

up better. Visit breaklinewealthandtax.com or contact me directly to schedule a consultation. Sources: • NACUBO: FY23 Endowment Study, Returns & Asset Allocation • Yale Investments Office, Endowment Reports • Cambridge Associates: Framework for Benchmarking Private Investments #EndowmentModel