Choosing the right financial professional to assist you in developing an investment strategy is the single most important factor in successfully increasing the value of your assets.

Whether you require:

Fundamental Equity Research, Technical & Quantitative Analysis  *  Asset Management Programs  *   Fixed Income Balancing  *   Sector Weighing and Rotational Strategies  *  Asset Allocation MPT Statistical Analysis  *  Risk Arbitrage and Portfolio Hedging Strategies   * Tax Efficient Investments   *  Cash Management Accounts   *   Employee Benefit 401(k) Programs   *   Trust  or  IRA Custodial Accounts

Windham Financial will provide you with the research, guidance and technical assistance you need to keep abreast of today‘s ever changing investment environment.

Our philosophy is simple: understand your individual needs, pay attention to detail, provide quality investment products and supply the technical expertise necessary to help you achieve your financial goals.

Windham Financial provides analysis and forecasting of all major markets worldwide along with interaction and cross-correlation sensitivities between individual markets and asset classes.  

So whether your an individual investor or sophisticated institutional portfolio manager, Windham Financial can provide you with the necessary investment services needed to handle today's ever changing market conditions.  

                                                                  CLIENT PROTECTION

Windham Financial accounts are carried on the books of JP Morgan Clearing Corp. and are protected by the Securities Investor Protection Corporation (SIPC) for up to $ 500,000 for securities and up $ 100,000 for cash in each account. 

J.P. Morgan serves one of the largest client franchises in the world. JP Morgan clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JP Morgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $1.6 trillion.  The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. 

Windham Financial Services, Inc. also has a clearing arrangement with Instinet so that our large institutional clients may participate in their Brokershare program.  

Windham Financial Services, Inc. is registered with the Securities & Exchange Commission as a Securities Broker-Dealer (#8-46646). The company is also licensed as a Registered Investment Advisor.

Windham Financial is a member of The Financial Industry Regulatory Authority. (FINRA), The Securities Investor Protection Corporation (SIPC) and The Municipal Securities Rulemaking Board (MSRB).

                                                                    "YOUR WINDOW ON THE INVESTMENT WORLD"