How does WINDWARD CAPITAL MANAGEMENT CO help clients – Key Takeaways:
- Provides expert financial advice and management
- Offers a wide range of financial services
- Serves clients from various backgrounds
- Transparent about disclosures and fees
Facts and Insights
Founded in 2005, WINDWARD CAPITAL MANAGEMENT CO has been a leading provider of financial management services for over 15 years. With a team of experienced and dedicated advisors, they have helped numerous clients achieve their financial goals and secure their future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $100 million |
Financial Services Offered
WINDWARD CAPITAL MANAGEMENT CO offers a wide range of financial services to cater to the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
WINDWARD CAPITAL MANAGEMENT CO serves individuals, families, and businesses from all backgrounds. Their clients range from high net worth individuals to small business owners, and they tailor their services to meet the unique needs of each client.
Fees & Compensation
WINDWARD CAPITAL MANAGEMENT CO is committed to transparency when it comes to fees and compensation. They work on a fee-based structure, meaning they charge a percentage of the total assets under their management. This ensures that their interests are aligned with those of their clients and promotes a long-term relationship based on mutual trust.
Background
The team at WINDWARD CAPITAL MANAGEMENT CO consists of highly qualified and experienced financial advisors who are dedicated to helping their clients achieve financial success. They continuously stay updated on market trends and developments to provide the best possible advice to their clients. Their commitment to excellence has earned them a reputation as one of the top financial management firms in the industry.
Financial Advisor Disclosures to Know
WINDWARD CAPITAL MANAGEMENT CO prides itself on being transparent and open with their clients. They have a clean record with no disclosure events, ensuring that their clients can trust them with their financial matters without any worry.