At Windward, we are motivated to generate outsized returns using a concentrated approach of owning mispriced companies. Anyone who understands running a business, owning a business or invests professionally, will benefit from both our targeted returns and our experience and relationships.
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Institutional Investors
Whether you’re just starting out or you’re a seasoned investor, we provide personalized strategies to help you achieve your financial objectives. Our services include:
Retirement Planning: Tailored plans to secure your future.
Wealth Management: Customized portfolios to grow and protect your assets.
Tax-Efficient Investing: Strategies to maximize your returns and minimize tax liabilities.
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Family Office and Ultra High Net Worth Individuals
As an entrepreneur or business owner, your personal and business finances are closely linked. We offer:
Business Continuity Planning: Strategies to ensure your business thrives even in your absence.
Retirement Plans for Employees: 401(k) and other retirement solutions to attract and retain talent.
Investment Strategies: Tailored investment plans to grow your business assets.
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Entrepreneurs and Business Owners
We provide bespoke wealth management services to affluent clients who require sophisticated financial strategies. Our offerings include:
Family Office Services: Comprehensive financial and administrative services.
Philanthropic Advisory: Assisting with charitable giving and establishing foundations.
Alternative Investments: Access to exclusive investment opportunities such as private equity and hedge funds.