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About Windsor Capital Management
Windsor Capital Management, a fee-only registered investment advisory firm, offers a diverse range of services, specializing in equity, fixed income, and balanced portfolio management. Renowned for their unwavering commitment to conflict-free guidance, they advocate simplicity in investing, steering clear of unnecessary complexity and exorbitant fees.
At the core of their philosophy lies the belief that proper diversification and discipline are the cornerstones of successful investment strategies. They are dedicated to crafting individualized plans tailored to the unique needs of their clients, shunning generic industry products.
Operating across numerous states, Windsor Capital Management caters to a diverse clientele, including families, high-net-worth individuals, and institutional investors. Their dedication to personalized attention and goal-oriented investment management sets them apart in an industry often plagued by high fees. With a firm conviction in their principles, they empower clients to achieve their financial goals through prudent, client-centric advisory services.
Pricing options
Regulatory filings
Areas of specialty
- Equity Management
- Fixed Income Management
- Balanced Portfolio Management
- Fee-Only Advisory
- Conflict-Free Guidance
- Diversification
- Discipline
- Individualized Plans
More about Windsor Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 116593 | 5 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Windsor Capital Management.