Our Philosophy

Independent by design

Investment advice cannot be truly independent unless the financial advisor employs a non-biased approach to investing. This means having the ability to make recommendations based solely upon the clients’ best interests. At Wind River Capital Management, we embrace independence. That is why we believe in pure, unbiased financial advice, and placing our clients’ goals and objectives before anything else. We pride ourselves on knowing our clients by name and we value building personal relationships that last a lifetime.

Our Goal

We work to build a relationship with our clients that is based on professional experience, exceptional service, and our collective market knowledge in good times and in bad. It is a relationship based on objectivity and trust that keeps your financial success in mind at all times. Wind River Capital Management has remained true to its roots, and always prioritizes the client above all else.

Working with us is a relationship where you can rest easy knowing that your unique values & goals are prioritized.

Meet Our Team

How We Work

  1. We work with clients to improve their lives by effectively managing their wealth.
  2. We take the time to listen and get to know your needs.
  3. We believe in a comprehensive and holistic approach to managing wealth. From institutional to individual investors, we create an investment strategy that fits you.
  4. We think big. We are experienced, dedicated and work hard to earn and keep your trust.
  5. We are committed to delivering a level of service that exceeds your expectations.

More About Our Services