CRD: 35307
Windham Financial Services, Inc.
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-1994
- Office Locations
- 1
Office Locations
About Windham Financial Services, Inc.
Windham Financial Services provides customized, fee-based portfolio management for individuals and institutions, emphasizing diversified multi-asset allocation built with Modern Portfolio Theory and quantitative modeling. Risk management is central, with volatility playbooks that may raise cash and hedge market exposure using inverse ETFs and protective options. The firm also advises institutional portfolio managers on research, sector rotation, asset allocation, and performance monitoring.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL DAVID MENDELSOHN
President
- CRD
- #2011585
- Ownership
- 75% or more
MICHAEL FRANCIS OCONNOR
SENIOR VICE PRESIDENT, Senior Wealth Advisor
- CRD
- #730847
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,667,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,667,725 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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