Our proven solutions for scalability, flexibility, and interoperability give managers an advantage in today's competitive finance world.

Approach

Windstream propels growth through efficiency

Today, scalability and profitability go hand in hand—the proposition: efficient operations run by industry experts who understand how things work.

Operations is a Strategy

Successful managers leverage operational efficiencies to focus on trading strategies, and client experience. Windstream pulls the right operating model levers so you can run a client-centered investment management practice.

Operations-as-a-Service

Windstream exists to help asset managers to leverage third-party processes and layer in people where most impactful for lower, more predictable costs.

Strategic Work Models

Architecture and expertise to address market pressures and competitive forces in the industry

Consulting Services

Establish operations and IT strategy fast with modernized applications that reinforce customer value

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Streamlined
Operations Model

Focus your team on investment management priorities while we handle operations management for you

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C-Suite Solutions

Supplement your workforce with talented C-Suite professionals who can deliver on your objective quickly and efficiently

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Trusted and Respected Investment Operations Solutions

“Although technically an outsourced function, Windstream is more like an in-house resource. Joe T has been a true partner. Not only does he, or someone from his team, help guide you and attend every meeting to help you, they are available 24/7 whenever you call or text them with a question or for an opinion.”

John Early, Partner, VesperMare Capital, EM Macro

Trusted and Respected Investment Operations Solutions

Andrew Peek
Delphia Asset Management, Quant Equity Long Short

"We were very fortunate to have been introduced to Windstream, their model has exceeded our expectations. Windstream helped us launch several months ago with a modest $10 million in AUM. During our ramp the Windstream team was an integral part of our organization and a very high touch partner to our business. They added appropriate support to our team as we scaled and they provided invaluable advice every step of the way. Their operating model is unique as it combines high touch service with technology to ensure proper controls and scale to any operating model. The team has great experience and depth and we hope to build on a long term relationship."

John Early
Partner, VesperMare Capital, EM Macro

“Although technically an outsourced function, Windstream is more like an in-house resource. Joe T has been a true partner. Not only does he, or someone from his team, help guide you and attend every meeting to help you, they are available 24/7 whenever you call or text them with a question or for an opinion.”