Naples, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Point Windward Advisors, Inc.
Team
Firm-wide stats for Point Windward Advisors, Inc.
About
Point Windward Advisors is an SEC‑registered adviser serving individual and high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm provides discretionary portfolio management, annuity management and oversight, and complimentary financial planning and wealth‑planning services.
Portfolios are built and monitored by individual portfolio managers who employ a mix of fundamental, qualitative and technical analysis and who review accounts at least quarterly. The firm uses a range of trading strategies — including short‑term trading, options, short sales and margin — and discloses practices that can involve market‑timing decisions.
Point Windward operates from multiple offices and recently rebranded from Beech Hill Advisors; it is affiliated with an in‑house broker‑dealer (Beech Hill Securities) and many employees are dually registered, with directed brokerage and staff compensation tied to execution, arrangements the firm discloses. The firm also maintains third‑party annuity relationships (e.g., DPL, Halo) and discloses the use of borrowing in separately managed accounts, features that are less common among similar team advisers.
Based on Point Windward Advisors, Inc.
Expertise
Based on Point Windward Advisors, Inc.
Location
Naples FL
Advisors at this office
1
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