Tailwind Advisors

Tailwind Advisors, LLC, established in May 2009, is a registered investment adviser specializing in providing investment advisory services primarily to high net worth individuals, families, and pooled investment vehicles. The firm offers both discretionary and non-discretionary services, tailoring investment strategies to individual client needs. Tailwind manages approximately $147.1 million in discretionary and $1.409 billion in non-discretionary regulatory assets under management as of December 31, 2024. The firm's fee structure includes negotiable management fees for separately managed accounts based on assets under management. Tailwind may waive or modify fees for certain clients and may receive performance-based compensation. The firm acts as a fiduciary, placing clients' interests first and following a Code of Ethics to avoid conflicts of interest. Tailwind's investment strategies involve quantitative and qualitative analysis, asset allocation, mutual fund/ETF analysis, and alternative non-traded private investments. The firm discloses potential risks associated with various investment strategies, including commodity trading, real estate, and oil and gas investments. Tailwind does not vote client proxies and emphasizes transparency by providing quarterly statements and engaging in an annual audit. The firm does not have any disciplinary history and maintains financial stability.