Clients stay with Windcroft because we manage portfolios according to risk tolerance, even through difficult market cycles.
Our clients typically stay with us for a long time. They recognize the value of a portfolio management team that understands diverse and evolving investment goals—from building wealth and generating retirement income, to preserving wealth for future generations.
Over time, a correctly managed portfolio can maintain a steady course of capital appreciation, allow for regular withdrawals, and support your legacy decisions.
After thirty years of portfolio management, Windcroft understands how to help you plan for your family, your retirement, and your peace of mind. Learn about our solutions for new clients.