Windward Capital Management CO

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Home - Windward Capital Management Skip to content (310) 893-3000 info@windwardcapital.com Client Login 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. Learn More 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. Learn More 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. Learn More 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. Learn More Comprehensive Wealth Management. Tailored to You. We integrate

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