Trust is paramount, especially when it comes to investment firms and financial services. In 1983, Windham Financial Services, Inc. opened under a core set of  values with the underlying desire to become an industry leader  in providing fundamental, quantitative and technical research of equity and fixed income markets.  We have spent those years developing propriety models, analytical tools, and the knowlege to assist you in navigating today's complex market environment.


We provide these services to two types of investors.  First, we provide research services to institutional portfolio managers that help them supplement their internal research.  We help them develop strategies to optimize stock selection, determine accumulation and distribution points, determine optimal sector weightings and take advantage of asset allocation and sector rotational shifts.  Second, we provide fee-based asset management services to individual investors, based on our analytics, models and institutional research.

Our Firm