Windham Investment Management provides institutional quality asset management to private investors through their investment advisors. Windham’s portfolio strategies integrate proprietary research and technologies in an active and disciplined investment process. Our team of published academics, financial industry veterans, and experienced operations professionals enable us to deliver cutting edge products that meet the ever changing needs of leading advisors.

An Efficient and Disciplined Investment Process

• Tactical Asset Allocation
• Rigorous Investment Selection
• Active Risk Control
• Optimal Rebalancing
• Continuous Portfolio Monitoring
• Active Tax Management

Managed Accounts

Windham offers investment products that adhere to a disciplined, risk-controlled approach to managing investments. The Windham Tactical Portfolio and the Windham Core Portfolios offer efficient diversification across a broad range of asset classes including stocks, bonds, commodities, and real estate. Our balanced approach seeks capital appreciation opportunities while protecting investors against economic and market risks (such as inflation, rising interest rates, currency devaluation, and market turbulence), leading to optimal portfolios that achieve attractive risk adjusted performance. We employ Exchange Traded Funds (ETFs) to access global financial markets in a low-cost, tax-efficient manner so that more wealth is preserved to fulfill investment goals.