Windham Financial Services, Inc.

Overview

Windham Financial Services, Inc. is a small, privately held advisory firm that runs discretionary portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and shows a clear preference for equities as the core allocation. Investment activity centers on exchange-traded instruments as the primary vehicle for implementing equity exposures, supplemented by mutual funds and corporate debt for diversified fixed-income exposure. Windham is not positioned as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator; it relies on third-party managers for certain alternative exposures. The advisory mandate is skewed toward personalized, discretionary management rather than institutional-scale fund operations. That profile, together with SMAs and use of exchange-traded vehicles, suggests a model focused on customized portfolio construction using liquid instruments with select allocations to external managers for real estate exposure.

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Public Holdings

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Location & Offices