Minimize costs and augment your leadership for investment management operations, short-term investment management staffing, and finance executive sourcing needs by contracting local and offshore resources. Our investment operations division maintains a wide range of experienced financial services candidates with market expertise across virtually all asset management operational models and varying project experience to meet your investment operations and leadership needs.
Windstream’s Outsourced C-Suite Services is a collaborative alliance designed to strengthen your organization’s investment operations and make your time available for your core investment management functions. Get expert advice with Windstream’s outsourced services.
We’ll guide you based on your objectives, so we can understand your needs and draft a custom proposal, which help achieve those business goals.
Our team understands how to achieve cost efficiencies and will leverage our operational expertise to provide recommendations.
We can furnish part-time or full time CFO, COO or interim CEO services as needed.
Windstream delivers a cost-effective solution to your accounting and operational needs
“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.”
"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."
“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.”
"Our Fund was in a unique position and needed financial support. Windstream was able to craft a specific and creative solution that met our needs perfectly. They offer expertise in a wide range of financial disciplines and I wouldn't hesitate to use them again."
330 Sunrise Highway, Suite 230
Rockville Centre, NY 11570
