Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management.  We manage portfolios for families, high net-worth individuals and institutional clients.  Serving clients in over twenty-five states, we are dedicated to personal attention and goal-oriented investment management.

Our Purpose:

  • Build diversified portfolios tailored to a client's needs and risk tolerance.
  • Minimize the greatest detractors to wealth accumulation: taxes and expenses.
  • Bring “rhyme and reason” to our client's investment portfolio.
  • Offer unbiased, independent advice in all areas of a client’s financial needs.
  • Create and sustain a long-lasting relationship with each client.

Our Integrity:

  • Provide a fee-only investment environment free from commission sales.
  • Assume a fiduciary responsibility for the management of our client’s assets.
  • Understanding that communication and honesty help build long-term relationships.
  • Respect the confidentiality of each client.
  • A fair management fee.

“Because we are a fee-only advisor, our service to our clients does not involve sales. Our clients know that everything we do, we do for them.

 

 

 

Contact Information

Arizona (Headquarters)
20860 N Tatum Blvd., Suite 220
Phoenix, Arizona 85050
Phone: 480.515.3514
Toll-free: 888.494.4440
Fax: 602.357.7457
 
Illinois
2021 Midwest Road, Suite 200
Oak Brook, Illinois 60523
Phone: 630.515.1810
Toll-free: 888.494.4440
Fax: 312.268.1072