PONTE VEDRA BEACH, Fla., June 20, 2019 (GLOBE NEWSWIRE) -- Wildermuth Advisory LLC, an investment advisor that applies endowment model investment strategies, announced today that it has moved its company headquarters from Alpharetta, GA to Ponte Vedra Beach, FL in the greater Jacksonville area. Wildermuth also announced a number of strategic hires designed to support and maintain the Company’s growth, recently highlighted by the Wildermuth Endowment Fund exceeding the $150 million assets under management (AUM) milestone.

“Ponte Vedra Beach is well known for its thriving economy, especially within the financial services and tourism sectors,” said Daniel Wildermuth CEO and Chief Investment Officer at Wildermuth Advisory. “In addition to being a region of high economic growth, we also expect the superb climate and high quality of life to be useful in attracting the industry’s best and brightest as we continue to add talent and grow our organization.”

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 structure¹ 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 repurchases². The Wildermuth Endowment Fund is not suitable for all investors³.

Wildermuth Advisory Adds Two New Hires
As the Company seeks to support and bolster its continued growth following the Fund’s $150 Million AUM milestone, Wildermuth Advisory is pleased to announce the addition of two new hires who will be joining the company at the Ponte Vedra Beach headquarters:

• Ryan Cummins CFA, Portfolio Analyst – Ryan 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. He is a graduate of The College of Charleston with a bachelor’s degree in accounting.
• Shane B. Zona CFA, Valuation Analyst – Shane joins Wildermuth from his previous role as a Senior Consultant in Forensics, Litigation Support and Valuation Services for Dixon Hughes Goodman LLP. Shane earned his bachelor’s degree in economics from Florida State University and his master’s in business administration from the University of North Florida.

About Wildermuth Advisory

Established in 2013, Wildermuth Advisory, LLC provides advisory services to institutions. The Team at Wildermuth Advisory brings significant experience to a broad range of institutional management issues ranging from investment management to operational execution to compliance. Most notably, Wildermuth Advisory’s extensive investment management experience enables the Company to provide investment advice in categories ranging from more traditional investments such as equities and fixed income, to various alternative investment categories. Learn more by visiting https://www.wildermuthadvisory.com/ and following the Company on LinkedIn.