No matter where you are in life, we plan for today and for tomorrow. Through constantly changing market environments, our innovative strategies help you achieve your goals while preserving and building your wealth. We position your family’s assets for future growth, with a focus on mitigating risk through global diversification.
Wealth management services designed to help you reach your life goals.
We offer a vast array of investment strategies with one focus in mind – you.
What does your retirement plan look like? We will work with you to determine your retirement income goals and the actions necessary to achieve them. We are here to bring confidence and clarity to retirement planning.
With your goals in mind, we will implement an investment strategy that is geared to balance risk and reward through a well-balanced, diversified portfolio. This mix of asset classes is a vital step in achieving your investment goals.
Estate planning can be a complex undertaking, but a well-detailed plan can make a big difference in what is left to your loved ones. Estate planning is an essential element for protecting your family.
We are here to help you arrange your finances with tax efficiency in mind, so you can optimally plan your future. This approach allows you to make the best use of tax exemptions, deductions and benefits throughout the year.
Our Financial Strategies for Life’s Many Milestones
Our dynamic approach uses a traditional, long-term and diversified approach to investing. These globally diversified portfolios offer prudent risk management through broad asset class exposure. Windham believes your portfolio should be dynamically adjusted in response to changing market conditions. The result is a more controlled, less volatile and consistent investor experience. Through detailed analysis and ongoing conversation, we determine which model (ranging from Conservative to Aggressive) is right for you.
Our tactical strategies use proprietary measures of risk that study asset class behavior through various market conditions. We tactically adjust your portfolio in response to these changes, preserving your capital in down markets and growing your assets in up markets. We are constantly monitoring your portfolio for risks and opportunities in the market. Our tactical strategy functions as a satellite or complement to your core solution.
Our multi-asset income strategies seek to generate an attractive and consistent income stream. We search all over the globe for the top income generating asset classes. Our expertise in risk management allows us to navigate these markets confidently in a complex global economy.