Who We Are

Windmark provides customized Investment Consulting and Outsourced CIO services to an exclusive roster of institutional clients.

We are independent and 100% employee owned. As fiduciaries, we prize objectivity. Therefore, Windmark is fully transparent about fees, does not sell affiliated products and earns no revenue from any source other than our clients.

Our clients educate tomorrow’s leaders. They provide retirement security to hard-working employees and public servants. They fund crucial philanthropic missions. Our inspiration is to help empower their causes.

Strong investment results

Constantly striving for investment excellence

Research and analysis led by senior investment professionals

Client centric approach: Fully customized full-service

We empower our clients to make good decisions

Making our clients the best informed they can be

Culture of excellence

We are not happy with median

We demand excellence from ourselves, our process and our managers

institutional track record

Leveraging the collective experience of our team to fight for the best interests of our clients and their portfolios

Guiding Principles

  • We are stewards of capital – client best interests and objectives guide all decisions
  • Opportunistic, fundamental and valuation based, with a long-term perspective
  • Risk is viewed through multiple lenses, guided by common sense and measured with insightful risk and exposure analytics
  • Rigorous, repeatable, team-based investment process leverages collective experience and perspective to operate effectively through market cycles
  • Negotiating hard on behalf of our clients for fee reductions and favorable business terms from their investment managers and vendors
  • Operational excellence