BE DIVERSIFIED.

STAY DISCIPLINED.

Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management. As a fee-only advisor, our compensation is derived solely from our annual advisory fee, based on assets under management. We do not receive commissions or any type of compensation for the buying or selling of any security or product. We manage portfolios for families, high net-worth individuals and institutional clients. Serving clients in over thirty states, we are dedicated to personal attention and goal-oriented investment management. 

Our Core Beliefs:

  • We believe that advisors should provide independent, conflict-free guidance and advice.

  • We feel many advisors make investing way too complicated, sometimes to justify high fees.

  • We believe proper diversification and discipline are the keys to a successful investment plan.

  • We feel clients should have an individual plan tailored and designed for their needs, versus a cookie-cutter industry product.

  • We believe the average fees in this industry are too high and become a drag on performance.

About Us

 

Links

 

SOUTHERN CALIFORNIA (CONTACT)

CLIENT SERVICE

Carolin Alaverdian

Phone: 818.720.4425

For operational issues or questions on how to view your portfolio, call Michelle Wick at 888.494.4440 or 480.515.3574.

REQUEST INFORMATION

Contact Us

ILLINOIS OFFICE

2021 Midwest Rd. Suite 200

Oak Brook, IL 60523

Phone: 630.515.1810

Toll-free: 888.494.4440

Fax: 312.268.1072

ARIZONA HEADQUARTERS

20860 N Tatum Blvd. Suite 220

Phoenix, AZ 85050

Phone: 480.515.3514

Toll-free: 888.494.4440

Fax: 602.357.7457

COLORADO OFFICE

8400 East Prentice Ave. Suite 1500

Greenwood Village, CO 80111

Phone: 303.219.2333

Toll-free: 888.494.4440

Fax: 602.357.7457

  • LinkedIn - Black Circle
  • Twitter - Black Circle

20860 N Tatum Blvd. Suite 220 | Phoenix, AZ | 480.515.3514

© 2019 Windsor Capital Management, LLC