Investment advisors

After a careful review of your investments and resources, risk tolerance and investment objectives you may want to consider whether an investment advisor relationship is right for you. Consider these factors: Are you more comfortable delegating investment decisions and portfolio construction? Do you find you lack the background or necessary time to manage your investments? If this sounds like you then an investment advisor relationship may be right for you.

In addition to taking responsibility for managing your investments, it’s important to know that Winslow’s investment advisors have fiduciary responsibilities to you as a customer. While there is a good deal of confusion in the financial industry about the different kinds of advisors, by working with Winslow’s investment advisors, you know you are working with people who have committed to the highest ethical standard and will always put your best interests ahead of our own. We will take the lead in developing ideas, identify investment opportunities, and will manage your assets to help you achieve your goals.

Taking time with you
Winslow believes the only way our investment advisors can successfully meet your needs is to spend the time to get to know you. This means more than developing the right asset allocation. We believe truly successful investing starts well before asset allocation. It starts with a genuine understanding of your current circumstances and your future goals. So in addition to Winslow’s already high standards, expect an even greater level of communication on an ongoing basis as we manage your investments. If you think this level of support is right for you, we can help.

Invest and Trade

Trading Desk Services

Get started