Stewards of Client Capital

Independent, 100% employee owned

Outsourced Investment Team

Strategic asset allocation and insightful manager selection

Culture of Investment Excellence

We believe in the patient pursuit of long-term capital appreciation

Windmark Investment Partners is a full-service outsourced investment team focused on building customized, high-performance institutional investment portfolios.

We are Passionate about our work because we believe in the mission of our clients.

Windmark Investment Partners provides customized investment services to a range of clients including pensions, endowments and foundations. We are an independent, 100% employee owned and managed, SEC-registered firm. Our mission has always been long-term investment performance and exemplary client service.

Investment Strategy and Planning

Strategic Asset Allocation

Manager Search

Fundamental Research and risk analysis

Customized performance reporting

Fiduciary Services Support

Solutions

MANAGING INVESTMENT MARKET EXPOSURE

Fundamental Analysis Of Forward-Looking Risk And Expected Returns

Portfolio Construction To Fit Client Needs

Risk Based Asset Allocation

SEARCH FOR PERFORMANCE

Traditional and Alternative Manager Selection

Opportunistic Asset Allocation

Cost Control

Meaning of Our Name

Windmark is short for the “windward mark”, which marks the end of the critical upwind leg of a sailing race. Success during this part of the race requires an expert crew to work together to evaluate conditions and harness the forces of wind and current in order to outmaneuver the competition. We changed the name of the firm to Windmark in early 2018 to better reflect our partnership-based approach among our team and with our clients.