Windham’s Investment Process
Windham’s investment Process is focused on managing risk to maximize returns. Our institutional-quality investment process integrates broad diversification and asset allocation with proprietary risk management to construct portfolios to outperform when markets are calm and to defend against downside risk during periods of market turbulence.
Determine investment time horizon to help establish your appropriate level of risk and return.
Understand return objectives by discussing your need for capital preservation, growth, current income or a combination of these investment goals.
Determine tolerance for risk by discussing how much downside you can tolerate during market fluctuations and how much you expect in investment returns.
Understand your tax profile and cash flow needs to manage taxes with sensitivity and plan for money flows into and out of your portfolio over your time horizon.