Wildermuth has made two new hires to support and maintain the company’s growth, recently highlighted by the Wildermuth Endowment Fund exceeding the $150 million assets under management (AUM) milestone.
Ryan Cummins joins Wildermuth from his previous role as a freelance investment and finance professional, where he served as an outsourced chief investment officer for various clients.
And Shane Zona joins Wildermuth from his previous role as a senior consultant in Forensics, Litigation Support and Valuation Services for Dixon Hughes Goodman.
The Wildermuth Endowment Fund seeks to provide long-term capital appreciation and income to investors by employing investment strategies and asset allocation policies followed by traditional endowment funds. The fund is designed in attempt to provide a “turn-key” endowment strategy in a single offering. To best facilitate the implementation of the endowment strategy, a closed-end interval structure is used which provides the adviser the flexibility to include diverse investments and asset classes while also providing investors with daily share purchases and quarterly share repurchases.
