At Tradewinds Capital Management, our focus is to serve the needs of individual investors and small business owners. With that sole purpose, we are committed to the adherence of these ideals in our practice:

  • To apply the due diligence necessary to be accurate in all our dealings.
  • To always be available to our clients and sensitive to their individual communication needs.
  • To partner with our clients as they discover, quantify and achieve their financial goals.
  • To deliver a quantitative, research-based, and unbiased approach to the personal advice, financial planning and investment management process.
  • To provide added value to our clients through an active indexing investment management approach.
  • To provide the highest levels of service and support; operating honestly and fairly, and with due diligence and integrity.