Asset Management by Windsor Securities

Windsor Securities, Inc. is a SEC-Registered Investment advisor which has managed client assets on a discretionary basis since 1973. Windsor uses proprietary mathematical strategies to discern the probability of broad-market short-term moves in either equities or bonds. Windsor invests assets through frequent re-allocation among index mutual funds, or Exchanged Traded Products (ETFs), or variable sub-accounts of annuities and life insurance contracts. Our objectives are increased Alpha and reduced Beta; superior capital growth uncorrelated with equity, bond, and CTA indexes; significant absolute returns in all market scenarios; and added-value diversification to portfolios with other assets. With Separately Managed Accounts at independent custodians, clients enjoy transparency and safety while also avoiding the extra expenses of administrators incurred in other account structures. Unlike many managers, who often charge both a fixed management fee PLUS a performance fee, Windsor’s client accounts are managed for a flat fixed fee. Qualified clients may choose between a fixed fee or performance based fee.