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Windham Financial Services, Inc.

Windham Financial Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Windham Financial Services, Inc. also provides investment management services to retail clients based on their institutional research.  Their strategies are tailored to each client’s individual investment goals and objectives utilizing Modern Portfolio Theory (MPT) statistics in the structuring of various asset classes to create a diversified portfolio. 

Windham Financial then uses portfolio beta and standard deviation measurements to assess portfolio risk levels and match them to their client’s objectives, while they also use a floating rather than fixed asset allocation strategy to continuously adjust and rebalance their portfolios to changing market conditions. It accomplishes this by utilizing dynamic hedging strategies to offset systematic risk during periods of increased market volatility, while focusing on portfolio tax efficiency and controlling their turnover expenses.   
The firm provides quantitative and technical analysis of worldwide markets covering all major averages and 32,000 individual stocks for institutional clients.Their primary goal is to identity both short and long-term trends on major Indexes utilizing various proprietary quantitative models and technical tools.Their trading systems are designed to help the value as well as the momentum manager and they cater to both the buy and sell side of the street.They work with their clients on a continuous basis to help them supplement their fundamental research with their quantitative and technical modeling and develop strategies to optimize individual security accumulation and distribution points, build sector weighting and rotational strategies and take advantage of asset allocation shifts based on their market timing models.Their research is independent and unbiased.
Bear Stearns and Windham Financial Services, Inc. both provide the back-up capacity and redundancy required to protect their respective firms books and records, balance sheet and capital, and provide business continuity and the protection of their client’s assets.The recovery capability for certain of Bear Stearns mission critical processing capabilities is achieved through the use of a specialized vendor facility that provides disaster recovery services for large corporations, in order to protect all client account data.The firm does not carry primary account information on its IT systems, utilizes a more simplified small business approach.

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