Windham manages risk to maximize return while controlling costs and taxes through an investment approach derived from our experience advising sophisticated investors worldwide. Our process embeds broadly diversified asset class selection, innovative research and proprietary risk management to increase the probability of investment success for private clients in both calm and turbulent markets.
The Windham Portfolio is designed for investors seeking aggressive growth with downside risk protection. The globally diversified portfolio employs proprietary risk measures to adjust the portfolio mix, aimed at reducing downside risk during turbulent markets and seeking greater opportunities for return during calm markets.
The Windham Diversified Portfolios span a range of risk preferences for investors seeking higher long-term returns through a comprehensive investment solution suitable to their risk tolerance, return requirements and tax profile.
- Windham Conservative Portfolio
- Windham Conservative Plus Portfolio
- Windham Moderate Portfolio
- Windham Moderate Plus Portfolio
- Windham Aggressive Portfolio
The Windham Retirement Income Portfolio is designed for investors with a specific objective of achieving high current income that keeps pace with inflation. This portfolio includes income-producing assets that dynamically adapt to changing market conditions.