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Sustainable Investment: Not only within our business functions, but also in the the investments we choose, we align our business goals with the hope that tomorrow can be better than today.We have the innovation, knowledge, and technology to solve many of today’s problems, and the companies that are able to rise to the challenge, and see themselves as not only part of the economy, but part of a broader social, environmental, and global ecosystem, will thrive in the future
- Solution Oriented: We have two rules when it comes to servicing our clients. #1) The word "NO" is not part of our vocabulary. If a solution is not immediately available, we work together with the client to understand the problem and leverage any and all resources until the client is completely satisfied. We also strive to balance inquiry with advocacy, so that we can truly understand our clients needs, before implementing or recommending any investment strategies
- Open Source Process & Learning: Each decision is based on rigorous investment processes which balance "traditional" economic theories, strict financial discipline, and portfolio management systems, combined with, tools that provide flexibility to respond to the realities of increasingly complex, dynamic and interconnected marketplaces where "outer tail" or "black swan" events can quickly change the rules of the game. Our organizational philosophy is that of a "learning organization", in that we constantly challenge our thought paradigms and mental models to ensure that our actions are aligned with client goals.
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Our Mission Statement
Four Winds Investment Advisory was founded to serve the growing number of individuals and institutions that seek customized investment solutions that bridge traditional financial and economic paradigms with more modern, open-source approaches that incorporate the flexibility to adapt to the secular transformations in today’s financial markets. We believe that the structural changes such as global economic interconnectedness and the increased use of complex financial instruments have significantly challenged conventional portfolio management strategies, and we believe our dynamic proprietary strategies offer investors a way to prudently control risk and maximize returns in any market environment
"Crisis cannot be fixed with makeshift repairs, no more than a boat with a rotten hull can be fixed with ad-hoc patches. We need to rebuild the hull with new, stronger materials; we will have to remake the system before it does so itself. Let us move voluntarily into Capitalism 2.0 by helping what needs to be broken break on its own, converting debt into equity, marginalising the economics and business school establishments, shutting down the “Nobel” in economics, banning leveraged buyouts, putting bankers where they belong, clawing back the bonuses of those who got us here, and teaching people to navigate a world with fewer certainties. Then we will see an economic life closer to our biological environment: smaller companies, richer ecology, no leverage. A world in which entrepreneurs, not bankers, take the risks and companies are born and die every day without making the news. In other words, a place more resistant to black swans."
-Nassim Nicholas Taleb author of "Fooled by Randomness" & "Black Swan: Impact of the Highly Improbable" |
- Transparency: At Four Winds we understand that investors share a hesitancy and confusion when choosing and investment manager, and we realize that recent headline cases of fraud and corruption have only weakened the reputation of the entire industry. We strive to provide the most transparent reporting possible, and provide a service with absolutely zero conflicts of interest. We succeed when you succeed and invest our own assets right along-side clients
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Interactivity,Involvement& Learning: As pressures on Social Security and traditional "Defined Benefit" plans mount, the workforce is increasingly responsible for his/her family financial future's. We enjoy working interactively with our clients, so that they clearly understand the reasoning and process behind our services. We not only hope to provide an education to our customers, but also leverage the anecdotal insights and expertise of our clients, individuals that tend to be leaders within their various industries
- Access: For many decades access to the most sophisticated investment vehicles and advice was limited to a very exclusive club of ultra-high net worth clients and institutional investors that generated the greatest commissions for the large Wall Street investment banks. The advent of the internet age, increased regulatory controls, and the proliferation of ETF's have now greatly leveled the playing field. We have a wide range of clients as well as types of services offered, with our "niche" market being younger, more progressive, "future" high-net worth investors
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