Asset ManagerRIA · CRD 168410SEC-Registered

Updated:

ETF Model Solutions

We combined institutional investment strategies with smart technology to help you Embark toward your financial goals. | Embark-Invest.com is a digital...

ETF Model Solutions

We combined institutional investment strategies with smart technology to help you Embark toward your financial goals. | Embark-Invest.com is a digital investment service for individual investors. We embrace the Endowment Investment Philosophy®, an approach that broadens a traditional portfolio of stocks and bonds to include alternative investments. This approach has been based on the same investment philosophy used by major university endowment portfolios.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Sector focus

ETF StrategyModel PortfoliosAsset Management

Frequently asked questions

How does ETF Model Solutions source the ETFs it uses in its portfolios?

The firm draws from the full universe of publicly traded ETFs, selecting third-party funds rather than manufacturing its own. Detailed screening criteria — such as tracking-error thresholds, liquidity minimums, and total cost of ownership — are not publicly documented, but the unaffiliated model allows inclusion across all issuers without proprietary bias toward any single fund family.

What investment strategies does ETF Model Solutions offer?

Available public materials point to strategic allocation models — spanning equities, fixed-income, and real-asset ETFs — and tactical overlay strategies that adjust exposures based on market-regime signals. The firm structures rebalancing around volatility conditions rather than fixed calendar intervals, a posture common among dynamic risk-budgeting approaches.

Who are the principals behind ETF Model Solutions?

No named principals or key decision-makers are publicly disclosed. The firm maintains a very low organizational profile, and no biographies, founding narratives, or executive-team pages have been identified through public record or firm communications.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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