Broker Check

Investment Management

"We invest your money with the same precision we invest our own.”    

At Windawi & Associates, we construct and manage tax efficient investment portfolios with a high level of service. Many of our long- term clients are pre-retirees and retirees with $1 million or more in investable assets. However, new clients often come to us with investable assets of $500,000 or more. As a defining feature of our firm, our investment strategies incorporate a rigorous analytical process to ensure we understand client priorities and goals. In addition to identifying short and long-term objectives, we will assess your resources and your level of risk tolerance.     

Behavioral Coaching

We draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies integrate investments into a diversified portfolio* that is optimized for the long-term pursuit of your goals.

Your custom investment plan will include:

  • Risk Tolerance assessment
  • Portfolio adjusting to reduce and/or eliminate taxes
  • Evaluation of ways to reduce risk while pursuing your goals
  • Comprehensive Institutional Money Management

Tax Optimized

Just as you diversify your assets among cash, stock, bonds, and real estate, we also believe in diversifying your assets from a tax perspective. Left unchecked, taxes can reduce investment returns, disposable income, and wealth sustainability.

This is why we provide tax-aware investment advice to help build better investment outcomes for our clients by having a deep understanding of the tax code, thinking ahead and being aware of the impact of taxes on different types of accounts.

Behavioral Coaching

Behavioral Coaching

Investing can be emotional, especially when the markets are in turmoil. Flashy news outlets and political statements can get our heart rates moving faster than our logic, but with our team, you’ll find that rationality wins the day. When others panic, we’ll stay the course as we keep our eye on reaching your long-term goals.

Our investment approach is founded not on emotion. As part of our emphasis on behavioral coaching, we work closely with clients to help them avoid the knee-jerk, emotionally-driven reactions that dominate media headlines. Together, we will help you cultivate qualities of patience and focus during periods of market volatility, serving as your personal guide through all economic chapters. Rather than coach you from afar, we’ll walk beside you every step of the way.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and Asset Allocation do not protect against market risk.