Introduction to WindRock About the Firm WindRock was founded on the - - PowerPoint PPT Presentation
Introduction to WindRock About the Firm WindRock was founded on the - - PowerPoint PPT Presentation
Introduction to WindRock About the Firm WindRock was founded on the belief that investment success in todays increasingly uncertain world requires a focus on the macroeconomic big picture combined with an entrepreneurial mindset to seize
WindRock was founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique opportunities. WindRock is the trusted voice to a select group of high net worth individuals, family
- ffices, foundations, and retirement plans.
We are an independent firm dedicated to thought, leadership, creative thinking, and client
- Introduction to WindRock
About the Firm
We are an independent firm dedicated to thought, leadership, creative thinking, and client satisfaction.
Opportunity
- Trust
- Insight
www.windrockwealth.com 2
The Dilemma for Investors Seeking Income
0% 3.1% 8.3% Higher Income Yields Available By:
- Taking Interest Rate Risk
- Taking Credit Risk
3
30 Year US Treasury 1 Bloomberg High Yield Index1 Cash
- 1. Bloomberg - as of November 17, 2015
The Dilemma for Investors Seeking Appreciation
5 10 15 20 25 30 35 40 45 1880 1895 1910 1925 1940 1955 1970 1985 2000 2015 Price-Earnings Ratio (CAPE, P/E10) 2000 1981 1929 1901 1921 26.19 1966
4
Source: Robert J. Shiller, Yale 5 10 15 20 25 30 35 40 45 1880 1895 1910 1925 1940 1955 1970 1985 2000 2015 Price-Earnings Ratio (CAPE, P/E10) 2000 1981 1929 1901 1921 26.19 1966
Secured Private Lending
- Regulation and lack of lending by Too-Big-To-Fail
Banks creates opportunities in private lending
- Categories Include:
- Private Mortgage Lending
5
- Private Mortgage Lending
- “Factoring” or lending against high quality assets or
income streams
- Electricity Brokerage Commissions
- Trade Receivables
200% 250% 300% 350%
Farmland
10-Year Performance Beginning in 1971
303% 0% 50% 100% 150% 200% Bonds Stocks Inflation Farmland 107%
303%
41%
6
130%
Sources: Federal Reserve Bank of St. Louis; U.S. Department of Agriculture; and www.centraltendencies.com.
Farmland
- f mouths to feed. (footnote: 317,297,938 population as of 12/31/2013, Census)
1 2 3 4 5 6 7
By 2050, the world is projected to create the equivalent of another 7 USAs of population to feed
7
Further, this population growth is projected to occur almost entirely
1 2 3 4 5 6 7
Source: U.S. Census Bureau
Rental Real Estate
- Growing “Renter By Choice” segment
- Single Family Home living in an all-rental and maintenance-free communities
8
Rental Real Estate
9
Disclosures
All content and matters discussed are for information purposes only. Opinions expressed herein are solely those of WindRock Wealth Management LLC and our staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based investment advisory services are offered by WindRock Wealth Management LLC, an SEC-Registered Investment Advisor. The presence of this presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services except,
10
interpreted as a solicitation to sell or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. WindRock Wealth Management may have a material interest in some or all of the investment topics discussed. Nothing should be interpreted to state
- r imply that past results are an indication of future performance. There are no
warranties, expresses or implied, as to accuracy, completeness or results obtained from any information contained herein. You may not modify this content for any other purposes without express written consent.