A complete list of active advisors currently associated with Winslow Asset Group, LLC

Warmer can help you find a great advisor at Winslow Asset Group, LLC or one who fits your needs even better.

Winslow Asset Group, LLC is a state-registered investment adviser that provides consulting, investment advisory, and investment research services to individuals as well as institutional clients including corporations, trusts, estates, and charitable foundations. The firm reports discretionary management of client assets (approximately $12 million as of 12/31/24) and accepts accounts that meet its stated account thresholds. The firm’s investment approach combines proprietary fundamental research with technical analysis to construct actively managed portfolios and seeks to capture market returns relative to the S&P 500 through trading across a broad range of instruments, including listed equities, options, ETFs, private funds, and special offerings. Accounts are typically managed on a discretionary basis with periodic reviews, client reporting via custodian statements, and use of technology tools for portfolio construction, risk management, and performance monitoring. Notably, the firm engages in portfolio management for pooled vehicles and serves institutional-type clients, and it also offers performance-based fee arrangements for qualified clients—features that are uncommon among independent solo advisers. The brochure also discloses the firm’s practice of referring portfolio companies to outside consultants for which it may receive cash or non-cash compensation, and it documents past industry regulatory matters involving the firm’s principal; the firm states these relationships and disclosures are disclosed to clients.

To learn more about the advisors currently working at Winslow Asset Group, 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.