Our Services
Asset Management
At Windsor, we create and implement a goal-aligned and holistic investment strategy that identifies and provides access to unique investment opportunities. We leverage our network to review, advise, and execute significant financial transactions.
Our Investment Philosophy
Windsor’s approach to building a highly customized investment portfolio.
manager selection approach
Strategy
- Focused strategy and track record
- Sized to the opportunity set
- Minimal leverage (given thesis/asset class)
People
- Manager with significant investment (alignment)
- Extensive experience
- While we strongly consider key personnel, we favor managers with a deep team
Process
- Repeatable process
- Systems to implement and execute
Investment Plan Review
Clearly defined objectives relative to long-term goals
- Timeframe
- Liquidity
- Tax implications
- Cash flow needs
- Restrictions
Custom Investment Plan
- Long-term allocation targets
- Built and managed over time, considering changing circumstances and opportunities
- Budget capital calls, distributions and liquidity plan, incorporated with client cash flow needs
Allocation Framework
Enhanced diversification that transcends traditional model portfolios
- Cash
- Public Debt
- Public Equity
- Hedge Funds
- Structured Credit
- Private Equity/Debt
- Real Estate
Let’s start the conversation.
Together we can begin achieving greater clarity and confidence in your financial picture.