A complete list of active advisors currently associated with Winslow Asset Management Inc

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

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.

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