Quarterly Commentary

2023

• 
  1st Quarter 2023
  
• 
  2nd Quarter 2023
  
• 
  3rd Quarter 2023
  
• 
  4th Quarter 2023
  

2022

• 
  1st Quarter 2022
  
• 
  2nd Quarter 2022
  
• 
  3rd Quarter 2022
  
• 
  4th Quarter 2022
  

2021

• 4th Quarter 2021
  

Disclosures ADVII

• 
  ADV Part2A-B 060523
  

Regulation Best Interest

• 
  Windward Capital Form CRS
  
• 
  Potential Conflicts of Interest-New Accounts
  
• 
  Potential Conflicts of Interest-Rollovers