Winslow Asset Management offers investment advice to both institutional and individual clients, managing each account separately. They specialize in equity and fixed income investments, offering All-Cap Core Equity, Small Cap Core Equity, and Balanced portfolios. For individual clients, Winslow tailors asset allocation to meet their specific needs, considering tax implications for fixed income and capital gains. Winslow makes investment decisions for clients without prior consultation, but within agreed-upon guidelines. Clients can also request restrictions on specific securities or types of securities.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable over $5 Million.