Windham Capital Management has opened a new office in Boston’s John Hancock Tower to house the firm’s expanded wealth management services.
The new office supplements Windham’s original office in Cambridge, which is part of the State Street Associates campus and more directly addresses the needs of large institutional investors.
“Boston is not only the home of a large portion of the country’s financial services sector and many of its major institutional investors, it is also where trends in financial management for affluent investors often start,” says Windham managing partner Stan Shelton. “Windham is committed to providing individual investors, their financial advisors and small institutions with the same proprietary risk measures that, prior to the significant market volatility of 2008, were only used to manage assets for our large institutional clients.”
Last month, Windham launched the Windham Tactical Portfolio, which incorporates an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles. Through daily monitoring of the Windham Investment Risk Cycle, portfolio managers adjust the investment mix of the portfolio to grow principal in times of low risk and to preserve principal in times of high risk.
The Windham Tactical Portfolio can be combined with any of the Windham Core Portfolios to meet an individual’s specific investment goals and tax sensitivities. The Core Portfolios are designed for a range of risk preferences, including conservative, conservative plus, moderate, moderate plus and aggressive.