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Investment Approach

 

Capitalizing on Market Opportunities for Investors

 

New Windsor seeks to attain above-average capital appreciation primarily through trend and mean-reversion investment strategies in the global financial markets. The firm has developed a diversified multi-strategy investment platform comprising more than three distinct investment strategies. Some of New Windsor’s index investment strategies include Broad Market Index and Sector Focus; more traditional investment strategies include the Diversified Asset Class Portfolio.

 

New Windsor focuses on process-orientation and risk controls to act quickly and capitalize on investment opportunities in dynamic market environments. Portfolio construction and allocation decisions are guided by processes incorporating quantitative models with risk mangement a foundation of all our investment strategies.

 

 

This communication is strictly intended for individuals residing in the states of Georgia and South Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and New Windsor Capital Management are not affiliated.

 

www.finra.org       www.sipc.org

 

© 2015 New Windsor Capital Management, Inc   |  2918 Professional Parkway, Augusta, GA 30907   |   706.650.9036 |  Disclosures

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