Our Strategies

Our tactical strategies use proprietary measures of risk that study asset class behavior through various market conditions. We tactically adjust your portfolio in response to these changes, preserving your capital in down markets and growing your assets in up markets. We are constantly monitoring your portfolio for risks and opportunities in the market. Our tactical strategy functions as a satellite or complement to your core solution.

Our dynamic approach uses a traditional, long-term and diversified approach to investing. These globally diversified portfolios offer prudent risk management through broad asset class exposure. Windham believes your portfolio should be dynamically adjusted in response to changing market conditions. The result is a more controlled, less volatile and consistent investor experience. Through detailed analysis and ongoing conversation, we determine which model (ranging from Conservative to Aggressive) is right for you.

Our multi-asset income strategies seek to generate an attractive and consistent income stream. We search all over the globe for the top income generating asset classes. Our expertise in risk management allows us to navigate these markets confidently in a complex global economy.