Our Clients

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.

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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.