Winslow Asset Management is an investment advisory firm established in 1992 that manages equity and fixed-income portfolios for both individuals and institutions. Winslow Asset Management offers All-Cap Core Equity, Small Cap Core Equity, and Balanced portfolios, tailoring each client's account through asset allocation while considering tax status and capital gains. Winslow Asset Management has the authority to make trades without asking clients first, though clients can place restrictions on certain securities. The investment team uses qualitative, quantitative, and technical analysis to evaluate publicly traded stocks and bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5 million. Winslow Asset Management may charge a lower fee, charge a flat fee, or waive fees based on specific criteria.