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About Tailwind Financial Strategies

Tailwind Financial Strategies primary role is providing access to investment management and advisory services to individual and business clients with specific emphasis on the principals and practices of our investment advisory process “DisciplinedIQ”. DisciplinedIQ is Tailwind’s most flexible and forward-thinking investment methodology built on a foundation of fiduciary standards of care and a sensible approach to risk management. Our ongoing due diligence process includes systematic review of investment selection criteria with strict tolerances in an effort to always utilize top level investment managers. Additionally, our process includes systematic review of equity market and economic strength in an effort to maintain investment when conditions appear to be favorable and reduce investment when conditions appear to be less favorable. Specifically, this flexible allocation process strives to maintain balance between client objectives and the fluctuating risk profile of equity markets, thus avoiding the risk management pitfalls of the “buy and hold” theory. More information can be found at www.disciplinediq.com. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and a member of FINRA and SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Specialties: I maintain securities and advisory registrations FINRA Series 7, and Series 66 with LPL Financial. For a list of states in which I am registered to conduct securities business, visit my website at www.tailwind-fs.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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