Windmark Investment Partners, Inc.

Windmark Investment Partners, Inc. is an independent registered Investment Adviser established in 1979, offering customized investment advisory services to institutional clients. The firm specializes in non-discretionary consulting and discretionary asset management services, managing assets totaling $22,194,913,000 on a consulting basis and $225,128,000 on a discretionary basis as of December 31, 2024. Windmark's investment philosophy focuses on risk management and long-term results, utilizing a dynamic asset allocation process. Clients' investment objectives, risk tolerance, and guidelines are considered in developing tailored investment strategies. Windmark charges fees based on a combination of fixed fees and a percentage of assets, with fees negotiable based on the client relationship and services provided. The firm does not receive performance-based fees and exercises investment discretion consistent with client guidelines. Windmark does not engage in trading exchange-traded securities but may trade ETFs and ETNs at the client's direction through a third-party custodian. The firm does not compensate for client referrals and does not have custody of client assets. Clients retain a third-party qualified custodian, and Windmark encourages clients to review custodial statements for accuracy. Windmark provides detailed quarterly reports to clients, including performance reviews and adherence to long-term objectives. Clients have the option to receive monthly reports summarizing account information. Windmark does not vote proxies for non-discretionary clients but votes proxies for discretionary clients in their best interest. The firm has no disciplinary information to disclose and is an independent, employee-owned Delaware Corporation.