“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."

"Partnering with Windstream was been one of the most critical decisions we have made - and one of the best. Their team of seasoned professionals have allowed us to move fast, stay lean, while giving us institutional quality service. Windstream has been a godsend."

“Windstream was the first partner we chose to work with. They felt like an in-house partner from day 1 and were instrumental in allowing us to hit our launch target and scale from there.  They provided expertise in setting up our commingled funds, SMA structures, trading platform, bank relationships, compliance, IT support, finance, operational controls, and reporting systems.  They gave us a world-class operations function without the fixed costs and risks of hiring an internal team.   Joe and his team are available 24/7 and attend key investor calls and meetings as if they were in house. Their commitment to us and to quality work is unmatched.  In today’s environment, strength of organization, quality of operational processes, and resilience are key attributes that allocators seek.  Windstream has provided critical support to allow us to both build our organization and focus our energies on research, client service, and business development.“