At Windham, we welcome the opportunity to discuss your needs, goals and preferences of your clients. We partner with advisors and consultants to offer a level of service that is aligned with your business and provides specific investment solutions or a full managed accounts program.
Discuss with Windham a partnership tailored to your needs.
Simplify and enhance your business platform with Windham.
Windham accounts offer liquidity on-demand and are held at third-party custodians, featuring daily online access to account balances and trading activity. Our portfolio management and trading platforms can interface with hundreds of custodial platforms and trading partners. We work with you to develop systems and processes that meet your needs.
We provide you with leading-edge report generating tools that enable you to create client proposals and investment policy statements with your firm’s branding saving you time and simplifying your on-boarding process.
Each quarter, Windham produces comprehensive performance updates and timely commentary for your clients. The firm also produces insights into financial markets and the needs and behaviors of investors. Windham’s research is highly valued by advisors and consultants and is available on a regular basis.
