Navigating the myriad of documents required to form and launch a fund is a daunting task which requires expertise and guidance.
"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."
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.
“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.”
330 Sunrise Highway, Suite 230
Rockville Centre, NY 11570
