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 provides discretionary portfolio management to individual and high‑net‑worth clients and offers pension consulting and education services to employee benefit plans. The firm also offers sub‑advisory services and model portfolios to other registered investment advisers and generally charges percentage‑of‑AUM fees. Investment decisions are driven by firm models and, where used, sub‑advisers, employing methods such as fundamental, charting, and cyclical analysis across strategies labeled RAAM, Capital Appreciation, Equity Income, and various balanced and fixed‑income approaches. Windward typically manages accounts on a discretionary basis and discloses that it may permit borrowing or the use of margin in client accounts, which requires a separate margin agreement. The firm is affiliated with broker‑dealer S.L. Reed & Company, and persons providing advice on behalf of Windward are registered representatives and licensed insurance agents who may earn commission‑based compensation (including 12b‑1 and insurance commissions), a relationship the brochure discloses as a potential conflict of interest. Windward reports approximately $1.28 billion in discretionary and $582.9 million in non‑discretionary assets (about $1.86 billion total) while operating with a small advisory team (three advisors), resulting in unusually high AUM per advisor relative to peers.

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.