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Incorporating Wealth Adviser from 2023

CHarles Krusen, CEO, Krusen Capital Management

Windham teams up with Krusen Capital to offer LionHedge Windham Portfolio

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Boston-based investment manager Windham Capital has teamed up with Krusen Capital, investment advisor to a single-manager and multi-manager hedge fund and private equity fund platform, to offer proprietary risk management and tactical asset allocation strategies to Krusen’s clients.

By adding Windham to its top-tier investment manager base, Krusen can offer clients robust strategies with the greater cost efficiency and liquidity afforded by Windham’s actively managed ETF portfolios.

“Given continued market volatility, our clients are increasingly seeking tactical asset allocation and are attracted to the efficient exposure offered by ETFs,” says Charles Krusen (pictured), CEO of Krusen Capital Management. “Our partnership with Windham expands our offerings in these areas and brings our clients the benefits of Windham’s industry-leading research and time-tested proprietary risk measures.”

Through this relationship, Krusen will offer its clients the LionHedge Windham portfolio, featuring global tactical asset allocation and Windham’s proprietary Investment Risk Cycle, which gauges opportunities by measuring changes in market turbulence and systemic risk through the interactions among asset classes. Windham’s approach addresses the fact that risk has hidden linkages across the broader economy making the global markets potentially more fragile.

“Krusen is highly-respected for partnering with ‘best in class’ investment managers, and we are pleased to be part of their platform,” says Mark Kritzman, Chief Investment Officer, Windham Capital. “Our more than 30 years of experience researching innovative ways to allocate assets and manage risk, combined with our ETF expertise, will serve Krusen clients well.”

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