Skilled Teamwork Makes the Difference

Alpha Windward LLC is an independent investment management firm serving individuals, families, private trustees and institutions. We utilize fundamental quantitative techniques in order to optimize overall returns on a risk-adjusted basis. We construct and manage our clients’ investment portfolios using highly-advanced proprietary research tools, low-cost trading processes, and accurate, integrated accounting and monitoring systems.

Investors choose Alpha Windward for our disciplined, independent, and knowledgeable approach to investing and for our proven performance record, which we invite you to review. We offer our clients superior personal service, integrity in every decision we make on their behalf, and a complete commitment to confidentiality.

Alpha Windward’s mission is to take care of our clients to the very best of our personal and professional abilities, honorably, respectfully and diligently. We employ proprietary technology to build long-term wealth, providing above-average performance with reduced investment risk and superior service – all at the lowest reasonable cost.

Our Clients Are Our Most Important Assets

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