Research by Chronological Order

Hard Assets

Published in Working with Windrock
Tuesday, 02 April 2013 Written by

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms to arrive at WindRock’s Preservation Fund strategy.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. The Preservation Fund invests in a diversified mix of assets in the following categories:

  • Precious Metals
    • physical gold and silver
    • mining stocks
  • Select Foreign Currencies
    • focus on countries with stable balance sheets
    • includes energy, agriculture and industrial metals
  • Commodities
    • current focus on farmland
  • Unique Trades
    • commodity or industry specific investments poised to appreciate based on anticipated trends

 

Family Office Solutions

Published in Working with Windrock
Tuesday, 02 April 2013 Written by

For clients with at least $10 million of investable assets, we enhance our wealth management offerings by serving as our client’s trusted confidant, providing holistic advice and planning services. For this select group of clients, we develop an intimate working relationship with their family to design services to meet their specific needs and objectives.  Such services may include wealth planning and capital sufficiency projections, gift planning, securing preferred lending arrangements, and providing education and investment management for heirs. WindRock can also assist in coordinating their financial team of advisors including their estate attorney, tax accountant and insurance provider etc. to ensure that a client’s entire advisor team is working in harmony for the best client experience.

Service Offerings

Published in Uncategorised
Monday, 01 April 2013 Written by

We offer a broad array of wealth management services plus, for investors with more than $10 million, enhanced family office solutions.

 

Wealth Management
 
    Investment Management       Family Office Solutions  
 
Hard
Assets
The Preservation Fund
  Financial
Assets
Global Equities and Bonds, including Tactical Strategies
  Unique Private Opportunities Iridius Capital      

 

Go to Building Portfolios

Contact Us

Published in Uncategorised
Sunday, 03 July 2011 Written by

For additional information, to sign up for our periodic research and analysis, or to speak with a member of the WindRock team, please contact us at:
312-650-9822
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29 West Jefferson Avenue
Suite 2
Naperville, Illinois  60540

1785 East Skyline Drive   
Suite 131    
Tucson, Arizona  85718

Alternatively, please fill out the following information:

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Frontpage

Published in Uncategorised
Friday, 01 July 2011 Written by

WindRock Wealth Management

WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.

Today, in an attempt to offset continued economic weakness, governments are reacting with spending, debt issuance, and intervention in the economy on a scale without precedent in modern history. Although these policies may buy time, they cannot solve the underlying issues. Ultimately, governments will repay debt with their last remaining option – printing more money. As money floods the system, this will drive inflation higher despite continued weakness in the economy.

Under these circumstances, the current conventional model of a static bond and stock mix will fail. It will fail investors in realizing reasonable returns. It will fail investors in preserving their purchasing power after inflation. And it will fail investors in protecting their capital and securing their retirement.

The conventional experts do not foresee such risks. But these same experts missed the bubbles in technology, real estate, and equities. Today they are missing the bubble in government debt and the ramifications of unbridled money creation. WindRock understands these issues and positions clients to not only minimize their risk associated with these dangers, but to profit from them.

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Investment Management

We offer an array of investment solutions for clients ranging from high net-worth investors to family offices and foundations.  Wealth management includes both the holistic management of an entire portfolio as well as management of individual components including:  Hard Assets, Financial Assets (Global Equities and Bonds, including Tactical Strategies) and Unique Private Opportunities.  Unique Private Opportunities are offered through our strategic alliance with Iridius Capital as well as through other private investment firms and family offices.  Our clients also benefit from access to our network of third-party service providers.

Family Office Solutions

For clients with at least $10 million of investable assets, we enhance our wealth management offerings by serving as our client’s trusted confidant, providing holistic advice and planning services. For this select group of clients, we develop an intimate working relationship with their family to design services to meet their specific needs and objectives.  Such services may include wealth planning and capital sufficiency projections, gift planning, securing preferred lending arrangements, and providing education and investment management for heirs. WindRock can also assist in coordinating their financial team of advisors including their estate attorney, tax accountant and insurance provider etc. to ensure that a client’s entire advisor team is working in harmony for the best client experience.

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

 

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

 

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.

Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.