A complete list of active advisors currently associated with Point Windward Advisors, Inc.

Warmer can help you find a great advisor at Point Windward Advisors, Inc. or one who fits your needs even better.

Point Windward Advisors serves individual and high-net-worth investors as well as pension plans and other entities, offering discretionary portfolio management, annuity oversight, and complimentary financial planning. The firm manages accounts through personalized investment strategies and also provides specialized annuity management relationships with third-party platforms for clients who hold insurance products. The firm employs a mix of fundamental, technical, quantitative and qualitative analysis and implements both long-term and short-term trading strategies, including options, short sales and margin transactions when appropriate to client objectives. Portfolio managers have individual investment philosophies and accounts are monitored continuously with formal reviews at least quarterly. Point Windward is notable among similar team firms for directing trades to an affiliated broker-dealer and for having multiple offices, with many employees dually registered and involved in brokerage and insurance activities; these arrangements can affect how trades are executed and how employees are compensated. The firm’s practice of using borrowing in managed accounts and its explicit annuity-service relationships with third-party networks are also less common features for firms of this size.

To learn more about the advisors currently working at Point Windward Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.