Donald R. Bessler
Windward Capital Management

11111 Santa Monica Blvd., Suite 1200
Los Angeles, CA 90025

About Windward Capital Management

Many investors have expressed concerns regarding the inherent risk of the stock market in light of the recent market declines. We often hear investors say that the funds they have available for investment are "all they have" and there will never be another opportunity to accumulate or replace these funds, should they be lost. What our clients really want to accomplish is to see their portfolios grow when markets rise, and resist the decline when markets fall. Windward has evaluated many long-term investment strategies seeking this goal. We have found one investment strategy which we believe meets both of these criteria. That strategy involves a portfolio structure which provides an 80% relative yield to the dividend yield of the overall stock market (S&P 500). Windward's portfolios: Risk Averse Asset Management, Capital Appreciation, and Balanced Strategies, are designed to address individual client needs, tax considerations, and investment objectives.


Services

Investment Types:   Other , Bonds , Stocks


Firm Information

Assets Managed by Firm:   Yes


Compensation and Fees

Fee % Based on Assets:   1
Additional Details on Charges:   Equity & Balanced Fee Schedule:

1.00% on the first $3 million
.85% on the next $2 million
.75% on the next $5 million
.50% over $10 million
Minimum annual fee of $5,000

Fixed Income Fee Schedule:

.50% on the first $10 million
.40% on the next $5 million
.30% on the next $5 million
.25% over $20 million
Minimum annual fee of $5,000


Donald R. Bessler

Donald R. Bessler

Series 65, Series 63, RIA, Series 7, Certified Public Accountant