A complete list of active advisors currently associated with Windward Partners, L.L.C.

Warmer can help you find a great advisor at Windward Partners, L.L.C. or one who fits your needs even better.

Windward Partners, L.L.C. provides discretionary investment management to individuals and high net worth individuals, tailoring portfolios after a complimentary initial consultation and emphasizing income-oriented securities. Services include portfolio construction, trade execution, ongoing monitoring, and quarterly performance reports. The firm’s investment process is based on fundamental analysis and implements both long- and short-term purchases while maintaining client-appropriate asset allocation, and it may write call options against stock positions on occasion. Accounts are reviewed at least quarterly by the sole adviser, and the firm offers ongoing support for account establishment, transfers, and reporting. Windward is a small, fee-only advisor led by a CFA charterholder, managing approximately $29.8 million across about 39 client accounts, and operates with adviser-led discretionary trading and Schwab-recommended custody with fee deduction capability. The brochure discloses a 2007 order against the principal on his U4 but notes there are no current or pending disciplinary actions.

To learn more about the advisors currently working at Windward Partners, L.L.C., 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
Steven Gammage	Canton, GA	22

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