Windmark Investment Partners provides investment advice to pension funds, endowments, foundations, and other institutional investors. Windmark's services include developing investment policy, risk management, portfolio construction, asset allocation, and selecting and monitoring investment managers. Windmark does not directly manage investments for individual investors.
Assets Under Management$230M
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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