Investment Management
for High Net Worth
Individuals and Institutions
Windward focuses on high-net-worth individuals, families, institutions,
and retirement plan sponsors with a focus on Planning, Investment suitability,
long-term strategy, and regulatory compliance.
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Our Investment
Philosphy
We believe, and our record demonstrates, that superior active management adds value, and that a thematic investment approach, combined with a disciplined, fundamental, bottom-up research process can generate superior risk-adjusted performance over time.
About Windward
Capital
Founded in 1996, Windward Capital Management Co. is a full-service financial advisory firm providing comprehensive wealth management and planning for ultra-high-net-worth individuals, families, and institutions. We specialize in personalized investment strategies, estate and tax planning, and multigenerational wealth preservation, as well as the design and management of cost-efficient, compliant corporate retirement plans.
Unparalleled Client
Service
After many years of managing clients’ assets and assisting them in obtaining their investment goals, our portfolio managers have learned that the best way for us to continue to build our business and our firm’s reputation is to focus on one relationship at a time.
Comprehensive Wealth Management. Tailored to You.
We integrate planning, investment, and legacy into a single, cohesive strategy.
Financial Planning – Retirement, tax strategy, cash flow
Investment Management – Evidence-based portfolios, risk alignment
Business Owner Planning – Succession, liquidity, 401(k)
Family Wealth & Legacy – Estate strategies, next-gen planning
Charitable & Impact Planning – Philanthropy, ESG, DAFs
“Wealth is more than numbers. Its the ability to live with intention.”
A Disciplined Process. A Personalized Plan.
We follow a demonstrated, four-phase approach to help you make confident financial decisions.
Process Overview:
Discovery & Alignment
Planning & Design
Implementation
Ongoing Guidance & Review
Everything we do begins with understanding your goals, values, and financial landscape.
We don’t rush. We listen, model scenarios, and align strategy with what matters most.
