Windrose Advisors LLC

Windrose Advisors, LLC, established in 2009, is a registered investment adviser specializing in providing sophisticated financial advice to high net-worth individuals, families, charitable foundations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary services, focusing on developing close relationships with clients and tailoring investment strategies to meet long-term objectives. Windrose employs a proprietary investment platform across asset classes, utilizing active and passive investing styles as needed. They also offer financial planning services, integrating strategies such as charitable giving, generational wealth transfer, and retirement planning. Windrose acts as a fiduciary, obligated to act in clients' best interests and disclose any conflicts of interest. The firm's fee structure includes an annual advisory fee of up to 1.00%, with additional fees for reporting and data aggregation. Windrose does not participate in a Wrap Fee Program and allows clients to impose restrictions on their investments. The firm manages over $3.9 billion in client assets, with a focus on risk management, diversification, and thorough due diligence on investment managers. Clients receive regular performance reports and have access to detailed investment information. Windrose does not vote on client securities proxies and does not require prepayment of fees exceeding $1,200 or more than six months in advance. Clients are encouraged to review custodial statements and communicate regularly with Windrose's team of professionals for ongoing support and education.