At Windham, we welcome the opportunity to discuss your organization’s needs and requirements. We partner with foundations, endowments and their consultants to offer a level of service that is aligned with your goals. We can provide specific investment solutions or a full managed accounts program.
Discuss with Windham a relationship tailored to your needs.
Enhance your organization’s investment approach 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.
With our leading-edge report generating software, we can create tailored investment policy statements and reports to suit your needs and the requirements of your investment committee.
Windham produces comprehensive quarterly performance updates and timely investment commentary. The firm also produces insights into financial markets and the needs and behaviors of investors. Windham’s research is highly valued by institutional investors and is available on a regular basis.
