The unit focuses on meeting the needs of family offices, financial advisers and high-net-worth investors with institutional-quality investment management and tax-efficient wealth preservation.
Windham has its main office in Cambridge, Mass., to serve large institutional investors.
“Boston is not only the home of a large portion of the country’s financial services sector and many of its major institutional investors, it is also where trends in financial management for affluent investors often start,” said Stan Shelton, a managing partner at Windham. “Windham is committed to providing individual investors, their financial advisers and small institutions with the same proprietary risk measures that, prior to the significant market volatility of 2008, were only used to manage assets for our large institutional clients.”
Last month, Windham announced the launch of the
The Windham Tactical Portfolio can be combined with any of the
Windham, which was founded in 1988, is an independent investment manager with over $35 billion in assets under management.