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, LLC is an independent advisory firm that provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth individuals, as well as corporations and other business entities. The firm delivers investment policy statements, asset allocation, asset selection and regular portfolio monitoring using mutual funds, ETFs, equities, fixed income, and insurance products. Investment decisions are implemented in collaboration with clients through documented Investment Policy Statements that outline income, tax considerations, time horizon and risk tolerance, and all advisory accounts are reviewed monthly by the firm’s sole adviser. The firm applies a mix of charting, fundamental, quantitative and technical analysis and employs both long‑term and short‑term trading strategies. Distinctive features include the firm’s accounting and insurance activities: the principal prepares financial statements through the firm and is a licensed insurance agent, services that may be offered alongside advisory work and can create potential conflicts when commissionable products are involved. Also atypical for a firm of this size, nearly all assets are managed on a non‑discretionary basis and the firm reports serving corporate/institutional clients, meaning clients generally retain trading authority and direct execution.
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 |
|---|---|---|
Kenner, LA
| 20
|
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