“Actively managing asset allocation policy and security selection at the point where client objectives meet market opportunities.”
-Neal Falkenberry, Chief Investment Officer
What We Do
Wealth Management (RIA)
Autumn Wind Asset Management is an SEC-registered investment (“RIA”) advisor based in Washington, DC. We are a multi-family office that manages portfolios of individual securities for after-tax, after fee performance for taxable high net worth families, their trusts, and endowments. We service clients residing across the country who seek portfolios of heavily researched securities managed to specific investment objectives.
The investment process can be a complex, poorly understood and often deferred exercise. Often clients are overwhelmed by a focus on Fed policy, domestic or international investments, large cap or small cap, or stock versus bonds. We believe these discussions are important tactical topics but they are not the starting point for the investment process. We start with RISK. We end with RISK.