Client Experience

Testimonials*

  • "Windrose has been more than just an investment advisor — they’ve been a steward of our family’s legacy. Their disciplined, endowment-style approach has preserved and grown our assets through multiple market cycles, and their team is always thinking two steps ahead."

    Windrose Founding Family

  • "After selling my company, I wanted a partner who could both protect my capital and help me think about long-term wealth creation. Windrose combined institutional-caliber investment access with a deep understanding of my personal goals. I sleep well knowing they’re at the helm."

    Windrose Founding Family

  • "Windrose has given our board confidence that our endowment is invested for both stability and growth. Their thoughtful portfolio construction and transparent reporting allow us to focus on our mission, knowing our capital is in steady hands."

    Windrose Nonprofit Client

  • "The Windrose team listens first. They crafted a strategy that balances income needs, risk management, and legacy planning. I’ve worked with large banks before — this is a completely different level of personalized service."

    Windrose Family Client

  • “I found myself talking with my husband about how lucky we are to have such great advisors that we can trust so much. We have other privileges in our lives, but Windrose is really one of them.”

    Windrose Family Client

  • "Windrose Advisors delivers the sophistication of a large institutional investment office, but with the agility and personal attention of a boutique. Their ability to source and vet unique opportunities has been a differentiator for our portfolio."

    Windrose Institutional Client

(*) Please see testimonials disclaimer below.

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True Partnership

Putting our clients first isn’t a slogan — it’s why we exist. We’re proud to advise entrepreneurs, philanthropists, and investors whose work makes a global impact.

Windrose was built to stand shoulder-to-shoulder with leaders like them — without compromise, and with the same values they’d demand in a firm of their own.

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Client Focused

Your life is unique — your investment strategy should be too. We tailor portfolios to fit your goals.

Our trusted relationships give clients peace of mind, knowing their interests always come first.

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Strong Accountability

We believe in full transparency and take responsibility for every investment decision. That begins with clear conversations about your goals — and continues with straightforward reporting that keeps you informed. Our reports bring all your investments into one simple, accessible view, so you can track performance easily, anytime, anywhere. Clear reporting builds trust. And trust drives results.

The testimonial(s) provided herein are made by existing clients of Windrose Advisors LLC. The individual(s)/entity has not been directly or indirectly compensated for making these statements. The individual’s statements reflect past, subjective experiences and are not indicative of future performance or success. Any testimonial or statement made by the individual does not guarantee that future clients will have similar experiences or achieve similar outcomes. Investment outcomes are subject to numerous risks and uncertainties, and there can be no assurance that any investment will achieve its objectives or that investors will not experience losses. The statements made by these clients should not be considered specific investment advice, does not take into account any specific situation, and is not intended to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed.