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Gildas Quinquis is an investment advisor representative with Windrose Advisors LLC, based in Waltham, MA. Gildas is a Chartered Financial Analyst and has been in the industry since February 2015. Windrose Advisors LLC offers a range of services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Gildas specializes in providing investment advice to charitable organizations, high-net-worth individuals, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
05/22/2015 - Present
Windrose Advisors LLC (WALTHAM MA)
Active
Inactive
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