Tailwind Investment Management, LLC 2 North Central Avenue, Phoenix, AZ 85004
About the Business
Tailwind Investment Management, LLC is a finance institution located in Phoenix, Arizona. Specializing in investment management for personal trusts, taxable accounts, non-profits, and foundations, Tailwind offers a practical approach to aligning investment strategies to take advantage of opportunities while managing irrational investor behavior. Led by Gregg Balderrama, a seasoned investment professional with over 20 years of experience, the institution focuses on operating in a fiduciary capacity within the guidelines of the Prudent Investor Rule.
Tailwind's investment philosophy is rooted in empiricism, focusing on what works in a pragmatic manner in the real world. The institution offers analysis and consultation services to help clients navigate the complexities of estate planning and develop appropriate investment policies that meet fiduciary standards. Additionally, Tailwind provides the option to have investments professionally managed based on a percentage of assets under management.
With a focus on transparency and trust, Tailwind aims to help clients achieve their investment goals by providing valuable information and guidance. Whether you are looking for a one-time analysis of your investment portfolio or ongoing management services, Tailwind can assist in formulating the appropriate framework to meet your goals. Contact Tailwind Investment Management, LLC at 2 North Central Avenue #1800, Phoenix, Arizona to get started on your investment plans today.
Photos
Location & Phone number
2 N Central Ave Suite #1800, Phoenix, AZ 85004, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
9:00 AM - 5:00 PM
Sunday:
9:00 AM - 5:00 PM
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