Winslow Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$428,079,251
Clients
124
Advisors
4
of 6 employees
About
Winslow Asset Management provides discretionary portfolio management to institutional clients — including Taft‑Hartley plans, corporate profit‑sharing plans, endowments and foundations — and to high‑net‑worth individuals through separately managed accounts, with stated minimums of $2 million for institutions and $1 million for individuals. The firm’s client mix and account minimums mean it generally does not serve non‑high‑net‑worth retail clients.
The firm manages long‑only equity and fixed‑income portfolios, offering All‑Cap Core, Small‑Cap Core and Balanced strategies and applying qualitative, quantitative and technical analysis when selecting securities and setting allocations. Accounts are managed under discretionary agreements, with consideration of tax status for fixed income and capital gains and an overall approach the firm describes as characteristically low turnover.
Compared with many peer team firms, Winslow advertises performance results and recently augmented its equity research capacity with an additional senior analyst/portfolio manager. The brochure also indicates the firm does not emphasize standalone financial planning services and relies on custodial relationships and soft‑dollar research arrangements that influence trade execution and aggregation.
Client services
Expertise
Occupation focus
Fee options
Fees may be fixed fees in some cases, amount negotiable
$0 - $1 Million: 1% $1 Million - $5 Million: 0.75% $5 Million+: Negotiable
Account minimum: $1,000,000 for individuals, $2,000,000 for institutions (minimums may be waived at discretion)
Main office
25201 Chagrin Blvd., Suite 185
Beachwood OH 44122
Advisors at this office
4
Most active in
California · Florida · New Hampshire · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Barbara M
Series 63
Beachwood, OH
Winslow Asset Management Inc
Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.
Phoebe K
Series 63
Beachwood, OH
Winslow Asset Management Inc
Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.
Gerald G
Beachwood, OH
Winslow Asset Management Inc
Gerald Goldberg is a financial advisor with Winslow Asset Management Inc in Beachwood, OH, holding 31 years of industry experience. He has been with Winslow since 1992. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and bond types, managing approximately $581.7 million in discretionary assets with a compact advisory team.
Susan A
Series 65
Beachwood, OH
Winslow Asset Management Inc
Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.
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