A complete list of active advisors currently associated with Winchester Capital Services, LLC

Warmer can help you find a great advisor at Winchester Capital Services, LLC or one who fits your needs even better.

Winchester Capital Services provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and corporate/business entities, overseeing roughly $19.2 million in assets for about 92 clients. The firm prepares Investment Policy Statements for each client and offers monitoring and reporting as part of its advisory services. The firm operates on a non‑discretionary basis, meaning clients retain trade authority while the adviser delivers recommendations, documents goals and risk tolerance in IPSs, and conducts at least monthly account reviews. Investment analysis employs a mix of charting, fundamental, quantitative and technical methods and includes both long‑term and short‑term trading approaches. Distinctive aspects relative to peers include that essentially all reported AUM is managed non‑discretionarily and the firm has an accounting/bookkeeping affiliation: the firm’s principal provides accounting services, prepares financial statements, and operates a bookkeeping business for very small businesses. The principal is also a licensed insurance agent who may offer commissionable products—a relationship the brochure discloses as a potential conflict while noting clients are not required to use those services.

To learn more about the advisors currently working at Winchester Capital Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Amy Winchester	Kenner, LA	20

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