Columbus, OH Marconi Blvd. Office

Windsor Advisory Group serves ultra-high net worth individuals and families and also provides advisory services to their trusts, corporations, insurance companies, corporate pension plans, public and private foundations, and privately offered funds. Its offerings include discretionary portfolio management, financial planning, and family office or personal CFO services, along with consulting on taxes, trust and estate, charitable giving, insurance, banking and private business matters.

The firm typically develops a customized Cash Flow/Investment Plan for each client and implements it across public and private markets using separately managed accounts, ETFs and mutual funds, as well as private investments such as private equity, private debt, hedge funds, structured credit and real estate. Windsor’s investment process emphasizes qualitative and quantitative manager selection and ongoing due diligence — including review of private placement financials and valuations — and it may engage sub‑advisers while generally managing accounts on a discretionary basis.

Distinctively, Windsor acts as manager of pooled private investment vehicles (the “Windsor Investment Vehicles”) and serves as a private fund adviser, with those funds organized as Ohio LLCs that primarily invest in single underlying private funds — a capability that is uncommon among multi‑team firms. The firm discloses that it currently does not charge a separate management fee on client assets invested in those Windsor Investment Vehicles (with fund expenses borne by investors), and it generally seeks clients with investable assets of $20 million or more while coordinating multi‑disciplinary family office relationships.