Do not confuse mathematical expectations with what happens in the long run
STOP PAYING FOR COOKIE CUTTER INVESTMENT ADVICE OR ELABORATE FINANCIAL PLANS BUILT WITH FRAGILE ASSUMPTIONS AND PROJECTIONS
About Us
Tailwind Investment Management Mission Statement
To align your investment strategy in a practical manner to take advantage of opportunities as they present themselves while managing irrational investor behavior along the way.
Fiduciary Investment Management
Gregg Balderrama, CFA, CAIA, has been an investment professional operating in a Fiduciary Capacity within the guidelines of the Prudent Investor Rule for the last 20+ years. He has worked for the largest Private Banks in Senior Investment Management roles and is an expert at investment and portfolio management. A fourth-generation Arizonan and a graduate of Brophy College Preparatory and the University of Arizona, Mr. Balderrama knows who you can trust and can help you discern if your financial advisor is managing your investments appropriately. Getting a second or third opinion on the advice you are receiving is akin to having multiple professionals advise you before surgery and having a network of professionals to help you stay healthy along the way.
Why Us?
It is all too often that your Trust officer or Relationship Manager does not have the skillset to translate the mosaic of your overall estate plan into a viable long-term investment strategy. Likewise, it is common for most Financial Advisors to not fully understand the constraints and objectives of your estate plan and how to develop an appropriate investment policy that meets fiduciary standards. Tailwind will give you the tools and advice to navigate these potentially murky waters.
Tailwind's investment philosophy is deeply rooted in empiricism—what actually works in a pragmatic manner in the real world. Just like all complex processes, it is critical to piecemeal engineer your investment goals over time. The antithesis of this is idealism, which dangerously aligns your investment strategy with simplified concepts that do not fully align with the complexities of life.
A Proven Approach
It might sound cliche', but you really must figure out how much risk you want to take and then invest in a company or sector you fully understand. If you do not have the time to become an expert investor, then you should work with advisors who are and who you can trust. We analyze your investment portfolio and decisions made by your Financial Advisor in a holistic manner utilizing our proprietary framework for a one-time fee, or you may opt to have your investments professionally managed by Tailwind for a fee based on a percentage of assets under management. The analysis and consultation will give you valuable information that will help you ask your Financial Advisor, Trust Officer, or Relationship Manager informed questions to help you meet your investment goals.