A complete list of active advisors currently associated with Windward Capital Management Co

Warmer can help you find a great advisor at Windward Capital Management Co or one who fits your needs even better.

Windward Capital Management Company serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension consulting and sub‑advisory services using firm models and third‑party managers, and the brochure does not describe comprehensive financial planning as an offered service. The firm generally manages accounts on a discretionary basis, implementing firm‑developed model portfolios and a range of equity and fixed‑income strategies (for example, RAAM, Capital Appreciation, Equity Income, Balanced and Fixed Income). Windward discloses the use of margin and borrowing in client accounts and may invest across mutual funds, ETFs, REITs, corporate and municipal debt, and other securities depending on client objectives. Noteworthy disclosures include an affiliation with S.L. Reed and Company — an affiliated broker‑dealer referenced in the brochure as having filed Form BDW and ceased broker‑dealer operations — and that some advisory personnel are licensed insurance agents and registered representatives who may earn commission income separate from advisory fees. Compared with many team firms, Windward manages a relatively large asset base with a small adviser group and client roster and also provides model portfolios and sub‑advisory services to other advisers, reflecting a concentrated, institutional‑style asset management approach within a compact practice.

To learn more about the advisors currently working at Windward Capital Management Co, 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.