Windsor Capital Management, llc

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 retirement plans, foundations and high net-worth individuals.  Serving clients in ten states, from our three offices, 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 that includes financial planning.

“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.”