“Our clients’ interests always come first” isn’t a tag line, it’s the very reason we exist.

We’re immensely proud of our clients and advise successful entrepreneurs, philanthropists, and investors. Their collective passion, initiatives and ongoing work is making a big impact around the world. We designed our firm shoulder-to-shoulder with these types of leaders. Windrose is the kind of firm they would build themselves — one based on zero compromises and zero trade-offs.

We craft an investment strategy for each and every client that matches their unique situation. Our personalized approach to relationships is built on trust and expertise that allows our clients to focus on their lives and interests, while we focus on their investments. The decisions we make are aligned with our client’s goals and we strive to provide a level of freedom and comfort not previously experienced.

We are transparent in everything we do and accountable for investment results. That focus starts before any investments are made with the creation of an Investment Policy Statement (IPS). Each client’s investment goals, objectives and expectations are articulated in an IPS, which facilitates the proper supervision, evaluation and oversight of assets. The IPS is a specific, yet flexible document that serves as an investing roadmap.

Once the plan is set, consolidated and easy to understand reporting is essential for our clients to be able to measure investment performance. We designed our reports to capture all client investments and assets in a simple and straightforward format that is accessible from anywhere in the world. Accurate, timely and easy to read reports translate into better accountability and greater confidence.