A complete list of active advisors currently associated with Windmills Capital Inc.

Warmer can help you find a great advisor at Windmills Capital Inc. or one who fits your needs even better.

Windmills Capital is a boutique investment adviser founded in 2007 that provides fee‑based portfolio management to individuals and select institutional clients through discretionary and non‑discretionary arrangements. The firm reports a small client base and manages a modest pool of assets while trading a wide set of instruments, including foreign securities, options, futures, mutual funds, and variable life insurance products. The firm follows a tactical allocation approach intended to reduce risk and pursue improved performance, using fund manager tenure and career track records as part of its selection process and rebalancing or reallocating holdings when needed. Windmills Capital also refers clients to third‑party money managers, offers access to a Risk Management Platform and variable annuities, and states it can advise on assets held offshore and enter performance‑fee arrangements for qualified investors. Distinctive features include direct distribution agreements with a risk‑management platform (Sanlam) and life and health insurers (Pacific Life, Transamerica), and the firm discloses receiving compensation for those product sales and allocating a portion of its advisory effort to them. The firm’s leadership emphasizes international wealth‑management and compliance experience and the brochure notes advising on offshore assets and a significant non‑U.S. client presence, a mix of capabilities that is uncommon for advisers of this size.

To learn more about the advisors currently working at Windmills Capital 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.