Professional investment management and monitoring of your various investment accounts is as important as having a skilled hand at the helm of a ship while at sea. We all have destinations we wish to see and experience, but it is the careful stewardship of the journey that often determines a successful arrival at the destination.
All investment management should start with a personal relationship and an understanding of who you are. It is your risk tolerance, your time horizon, your investment style, and your preferences and beliefs that need to be incorporated in the management of your investments.
At Tradewinds Capital Management we first work to understand your investment goals and we work through a process of understanding your personal risk tolerance and time horizons. Finally, we offer professionally constructed and managed portfolios in a fiduciary (no commission) environment to manage your investments.