Phoenix, AZ (Main) Office
20860 N Tatum Blvd. Suite 220
Phoenix, AZ 85050
Illinois Office
2021 Midwest Rd. Suite 200
Oak Brook, IL 60523
Southern California Contact
Carolin Alaverdian
Windsor Capital Management, LLC is a fee-only registered investment advisory firm providing comprehensive investment management and wealth planning services, with a core focus on equity strategies, fixed income investing, and balanced portfolio construction. As a fee-only advisor, our compensation is derived exclusively from a transparent annual advisory fee based on assets under management (AUM). We do not accept commissions, referral fees, or compensation tied to the purchase or sale of securities or financial products—ensuring our advice remains objective, fiduciary-driven, and fully aligned with our clients’ best interests.
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.
- We believe most firms use the term “fiduciary” as a marketing tool, while only 5% of firms truly act as fiduciaries for their clients.
We specialize in long-term portfolio management, asset allocation, risk management, and disciplined investment strategies tailored to the unique goals of each client. We proudly serve clients in more than 30 states, working with families, high-net-worth individuals, trusts, endowments, and institutional investors, offering customized solutions that may include retirement planning, income strategies, tax-aware investing, and capital preservation.