WrapManager's Wealth Management Blog
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Shake-Up at Windhaven Investment Management

Posted by WrapManager's Investment Policy Committee

July 29, 2014

In 1994, Steve Cucchario founded what would later become Windhaven Investment Management, an investment advisory firm that uses actively managed ETF portfolios1 to “capture growth in rising markets while attempting to reduce exposure in declining ones.”2

Now, after 20 years running the company and serving as Chief Investment Officer, Cucchario has left for “personal reasons.”1

Investors who have assets with Windhaven or are considering investing should speak with their financial advisor about the implications of Cucchario’s departure. Windhaven’s initial success and tremendous growth came partially as a result of Cucchario’s vision and leadership, so investors must ask themselves if the future performance of the strategy is jeopardized by his departure.

Will the principles that Cucchario instilled in Windhaven that led to its success also depart with him?

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