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Windham Capital Management

Asset Management

Windham Capital Management is an independent investment advisor specializing in risk-based investment strategies and solutions for institutional investors, financial advisors, and private clients.

Overview and Management

Establishment Year

1988

Mission

To manage portfolio risk while effectively growing and protecting client capital through innovative research and proprietary risk management techniques.

Values

Innovation, client-focused solutions, and risk management excellence.

Investment Roles

Direct Investor

Participant Demographics

Serves institutional investors, financial advisors, and private clients.

Generational Wealth Planning

Focus on preserving and growing client capital through tailored and risk-managed solutions.

Risk Tolerance

Dynamic risk tolerance with strategies focusing on managing both stable and volatile market conditions.

References or Case Studies

Team Experience

Recognized globally for contributions to finance literature and risk-based research.

Notable Achievements

Pioneering research in risk management widely recognized globally; over 100 peer-reviewed articles and eight investment books.

Project Track Record

Offers Multi-Horizon, ESG Risk-Scaling, and Liquid Private Equity portfolios.

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

SEC, CFTC, NFA

Compliance History

No major violations noted.

Email

inquiries@windhamcapital.com

Phone Number

617-419-3900

Address

Cambridge United States

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