Windward Capital Investment Services

Primary Focus on Large-Cap equities

GIPS audited performance – 12+ years

Recently opened to institutional and consulting relationships

Equity Strategies:

  • Large-Cap Aggresive Growth
  • Risk Averse Asset Management (RAAM); Core/Blend
  • Balanced Growth (60% equities/40% fixed income)

Experienced Team:  Robert Nichols, Ph.D. and Donald Bessler, CPA

  • Extensive Institutional Experience
  • Combined 60 years experience
  • $17 billion collectively managed during their careers