How We Work with Clients
Our
Services
Our team serves as a trusted advisor to clients by customizing an investment portfolio while playing a central role in coordinating planning amongst their team of advisors.
Wealth Planning
- Income projections for retirement
- Life goal – portfolio integration
- Projections of income, retirement, gifting
- Charitable planning
- College planning
- Insurance review
Private Deal Network
- Access to alternative investments
- Private network of deal flow
Investment Management
- Security Analysis & Manager Selection
- Review & Recommended Changes
- Portfolio Management
- Risk Management
Portfolio Strategy
- Macroeconomic Forecasting
- Assess Key Risks & Opportunities
- Asset Allocation
Client Reporting
- 24/7 client portal
- Tracks all public & private investments
- Incorporates entities under one family group
Corporate & Concierge
- Banking & Financing
- Lines of credit and mortgages
- Property management including jets and yachts
- Travel arrangements
Tax Planning
- Coordinate with tax accountant
- Centralized middleman to get tax documents to CPA
- Involved with strategic tax planning discussions
Estate Planning
- Coordinate with attorney
- Involved with strategic discussions
- Help implement estate plan
we utilize expertise, Research, & Opportunities
Our Process
WindRock develops a strategic investment allocation customized for each client and designed to best navigate the predominant economic environment. We implement the investment plan by diversifying across various investments while centralizing custody or the safe-keeping of assets at firms such as Charles Schwab Institutional. WindRock provides advice but never takes possession/custody of client assets.
We understand that clients’ financial needs go beyond their investment portfolios and we play a central role in assisting our clients to navigate a complex financial world. Over our tenure, we’ve created a network of outside experts to help service our clients in areas ranging from tax and estate to charity and insurance. We offer holistic and practical advice to help our clients navigate these matters.
Individualized Portfolio Design
Client portfolios are customized by combining top-down views with bottom-up investment research.
Our Partners
WindRock’s platform leverages top investment firms in their respective domains.
