Our Customer's Success is Our Number One Priority
Windward Partners is a registered investment advisory firm whose focus is the management of investment portfolios for individuals as well as small institutions.
Windward brings to its clients unwavering integrity and twenty-nine years of investment management experience. The firm has managed investment portfolios through both positive and negative economic environments while still achieving clients' goals.
The mission of the firm is to increase the value of the clients' portfolios during their investment time horizon with no years of negative returns.
Windward brings to its clients unwavering integrity and twenty-nine years of investment management experience. The firm has managed investment portfolios through both positive and negative economic environments while still achieving clients' goals.
The mission of the firm is to increase the value of the clients' portfolios during their investment time horizon with no years of negative returns.
Windward Partners offers clients a superior environment in which to achieve their long-term financial goals by:
- Striving to present information and to communicate in a straightforward, no-nonsense fashion.
- Performing independent equity and fixed income research and generating its own investment ideas. The decision makers are "in-house" and not in New York or Chicago.
- Creating separate investment portfolios for the clients with individual securities. This allows us to customize the portfolios according to client preferences and to implement tax strategies when appropriate.
- Implementing a fee structure that is clear and that includes all charges other than negotiated commissions for securities transactions. There are no undisclosed fees to take away from the performance of the portfolio.
- Aligning the firm's interests with client's interests. The firm's compensation is based on the size of client's investment portfolio and only increases if the value of the client's portfolio increases.