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