Bloomington, MN Office

Windsor Capital Management manages approximately $703 million in discretionary client assets for about 458 clients and operates with a five‑advisor team. The firm offers discretionary portfolio management, non‑continuous advisory consulting, and sub‑advisory/co‑advisor arrangements for unaffiliated investment advisers, and also provides services to retirement plans, trusts, estates, charitable organizations, and corporate clients.

The firm typically builds customized portfolios based on client goals, risk tolerance, and time horizon and frequently implements firm‑developed model portfolios that span conservative to aggressive risk profiles. Investment implementation draws from individual fixed‑income securities, ETFs, closed‑end funds, and proprietary model stock portfolios, and the firm uses a mix of fundamental, technical/charting, and cyclical analysis with occasional use of margin and option strategies where appropriate.

Distinctive operational features include licensing its model portfolios to unaffiliated RIAs and providing sub‑advisory services to other advisers, alongside using an automated custodial trading platform (Altruist) in addition to traditional custodians. The firm also serves in a discretionary fiduciary capacity for retirement plans under ERISA and maintains stated account minimums for certain strategies that it may waive or modify based on client circumstances or custodial arrangements.