WINDSOR CAPITAL Overview

Windsor Capital Management Llc is an investment advisor that manages 493.8 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 183MM in positions, representing 37% of the manager's regulatory AUM.

WINDSOR CAPITAL StockAlpha

-3.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WINDSOR CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNK 6.9% ETF -0.44% -0.09% 0 3%
IVV 4.59% ETF 1.54% -0% 0 9%
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FEATURED IN
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WINDSOR CAPITAL Founders and Key Employees

Name Title In Position Since
Darren L. Whitehurst Chief Manager January-2000
Donald E. Peppler Chief Compliance Officer February-2008

WINDSOR CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WINDSOR CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using
mathematical equations. The resulting data is then applied to graphing charts, which is used to
predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line,
the experience and expertise of the company's management, and the outlook for the
company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical A...
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WINDSOR CAPITAL Portfolio Concentration

WINDSOR CAPITAL Location

20860 NORTH TATUM BLVD.
SUITE 220
PHOENIX, Arizona
UNITED STATES, 85050

WINDSOR CAPITAL Contact Information

Phone Number: 480-515-3514
Fax Number: 602-357-7457
Website:

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Disclaimer

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