Advisor at Windward Partners, L.L.C.
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Firm
Windward Partners, L.L.C.
Location
Canton, GA
Credentials
CFA®, Series 63, Series 65
Industry experience
21 years
Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.
$0 - $250,000: 1.25% > $250,000+: 1.00% All fixed income portfolios+: 0.80%
Account minimum: $250,000 Minimum fee: $2,500 annually Fee-only: Fee-only firm; no commissions or other compensation
Canton, GA
Georgia · Louisiana · Texas
Windward Partners, L.L.C.
2005 - Present (21 years)
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Other specialized services
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Series 63, Series 65
Canton, GA
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CFP®, Series 63
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Series 65
Alpharetta, GA
E.A. Hendrich Financial Planning, LLC
Series 65, Series 66
Alpharetta, GA
Ensure Capital LLC
Series 65
Alpharetta, GA
Versailles Financial, LLC
CFP®, Series 63
Canton, GA
Datapoint Financial Planning, LLC
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