The information contained in this website (the “Presentation”) is prepared solely for informational purposes. The Presentation is neither an offer to buy or sell nor a solicitation of an offer to buy or sell any security, or interests or shares in any fund or strategy. Historical data and other information contained herein is believed to be reliable but no representation is made as to its accuracy or completeness or suitability for any specific purpose. Past performance is not indicative of future performance, which may vary. There can be no assurance that the strategies’ investment objectives will be achieved. All strategies in this Presentation place investor capital at risk. Future returns are not guaranteed and a loss of principal may occur.
References to market or composite indices, benchmarks or other measures of relative market performance over a specified period of time are provided for your information only. Reference to an index does not imply that the Windham portfolio will achieve returns, volatility or other results similar to the index. The composition of a benchmark index may not reflect the manner in which a Windham portfolio is constructed in relation to expected or achieved returns, investment holdings, portfolio guidelines, correlations or tracking error targets, all of which are subject to change over time.
Prospective investors should not rely on this Presentation in making any investment decisions. Windham’s portfolio risk management includes a process for managing and monitoring risk, but should not be confused with, and does not imply, low risk. Asset classes and proportional weightings in Windham portfolios may change at any time without notice. Windham does not provide tax advice to its clients and all investors are urged to consult with their tax advisors with respect to any potential investment.
Please refer to Windham’s ADV Part 2A for additional information. Windham and its owners disclaim any and all liability relating to this Presentation, including without limitation any express or implied representations or warranties for statements contained in, and omissions from, this information.