A complete list of active advisors currently associated with Wind & Rose, LLC
Warmer can help you find a great advisor at Wind & Rose, LLC or one who fits your needs even better.
Wind & Rose provides wealth management, financial planning, and portfolio management to individuals as well as a range of institutional clients such as banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm also serves as the general partner and investment adviser to a privately offered pooled investment vehicle (RSAC Portfolio Fund, LP), and may recommend that clients consider investing in that fund. The firm tailors portfolios to clients’ goals, risk tolerances, and liquidity needs and offers both discretionary and non‑discretionary management, with ongoing monitoring and periodic rebalancing. Investment strategies span public equities, ETFs and fixed income and may include private investments and alternative exposures; the firm describes the fund strategy as taking a broad, global perspective with elements of global macro and fund‑of‑fund approaches and the ability to use sub‑managers and other pooled vehicles. What distinguishes Wind & Rose from many independent, solo advisers is its role as a private fund manager and its use of performance‑based compensation for qualified investors, along with management of pooled and institutional accounts — arrangements the brochure discloses can create side‑by‑side and conflict‑of‑interest considerations. The firm also discloses affiliated insurance brokerage activity and the possibility that associated persons may invest alongside clients or participate in pooled vehicles, factors prospective clients should review in the firm’s full disclosures.
To learn more about the advisors currently working at Wind & Rose, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Willsboro, NY
| 22
|
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