Overview
Windmark Investment Partners, Inc. (Windmark), provides independent and customized investment
advisory services, including non-discretionary consulting and discretionary asset management services to
pension funds, endowments, foundations, and other institutional investors. As of December 31, 2023,
Windmark advised on assets of $20,279,667,000 on a consulting basis and managed client assets of
$225,558,000 on a discretionary basis.
Windmark is engaged in the business of providing investment advisory services, including non-discretionary
consulting and discretionary asset management services, to institutional clients. Windmark’s services
include facilitating client development of investment policy, risk management, portfolio construction, asset
allocation, separate account investment manager selection and monitoring, commingled and illiquid
investment vehicle manager selection
and monitoring, alternative asset strategies, and the likely interaction
among these investment types. Advisory services are provided for client accounts based on a client’s needs
and expectations. A strategy is developed from, but not limited to, understanding a client’s liability
responsibilities, risk tolerance, return expectations, liquidity requirements and investment guidelines.
Clients may impose reasonable restrictions on investing in certain securities or types of securities.
Windmark has provided these services since 1979, originally as the consulting division of another company,
and as a separate corporation since 2004. The company was renamed Windmark Investment Partners, Inc.
in 2018.
Windmark, a Delaware Corporation, is independent and 100% employee owned. Windmark’s principal
owners are Robert Gooderham, Garry Musto, and Seth Yablonovitz.