The construction of investment portfolios follows our investment philosophy, which is rooted in the belief that an effective process needs to combine the best elements of a Macroeconomic “Big Picture” with an Entrepreneurial-Minded Research Process to uncover unique investment opportunities for the environment ahead. Our philosophy has been shaped by our experiences in the industry and two key insights:
- The mainstream industry is largely incapable of identifying the macroeconomic “big picture” and looming financial bubbles, resulting in devastating losses for their clients as these bubbles burst.
- The best results are achieved by thinking differently and straying from the mainstream advice which is still driven by a Wall Street sales culture.
Today, investors are overwhelmed by too many investment views and offerings to consider. WindRock serves to filter all of these top-down macroeconomic views with bottom-up investment choices to bring clients our top recommendations.
| Outside Experts |
Top-Down Macroeconomic Views: We filter expert big picture views into actionable decisions. |
WindRock Views |
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Resulting Portfolio |
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| WindRock Research |
Bottom-Up Investment Opportunities: We uncover unique investment opportunities to fit the macroeconomic environment. |
| Opportunities with Strategic Partners |
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| Outside Research |
Other Services
Our clients benefit from access to services offered through our network of third-party outside providers which may include lending arrangements (mortgages and secured lending), family office services (e.g. bill-paying, concierge services), and connections to leading tax accountants, estate attorneys, and insurance providers, etc.
