WINDSOR FINANCIAL Overview
Windsor Financial Group Llc is an investment advisor that manages 966.1 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 214MM in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 214MM in positions, representing 22% of the manager's regulatory AUM.
WINDSOR FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WINDSOR FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
WINDSOR FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Tyron K. Estlick | Founder/Governor | April-1998 |
| David O. Koch | President/Chief Compliance Officer | October-2004 |
WINDSOR FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WINDSOR FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
Windsor Financial Group, LLC manages the risk inherent in the financial markets through asset allocation and security selection. Different asset classes perform well or poorly in varied market environments. Including a broad array of asset classes can reduce risk while producing more stable returns over time. Windsor’s asset allocation approach includes domestic & international equities, taxable & non-taxable fixed income as well as alternatives such as commodities, precious metals, real estate, and where appropriate, private equity and other non-traditional assets. A common thread in all investments is the value-oriented approach that Windsor employs in selecting both individual investments as well as outside managers. We focus on a multi-cap equity strategy with a regional and dividend bias. Our fixed income style is centered around credit research as well a...
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Methods of Analysis and Investment Strategies
Windsor Financial Group, LLC manages the risk inherent in the financial markets through asset allocation and security selection. Different asset classes perform well or poorly in varied market environments. Including a broad array of asset classes can reduce risk while producing more stable returns over time. Windsor’s asset allocation approach includes domestic & international equities, taxable & non-taxable fixed income as well as alternatives such as commodities, precious metals, real estate, and where appropriate, private equity and other non-traditional assets. A common thread in all investments is the value-oriented approach that Windsor employs in selecting both individual investments as well as outside managers. We focus on a multi-cap equity strategy with a regional and dividend bias. Our fixed income style is centered around credit research as well a...
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WINDSOR FINANCIAL Portfolio Concentration
WINDSOR FINANCIAL Location
225 SOUTH 6TH STREET
SUITE 3800
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SUITE 3800
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
WINDSOR FINANCIAL Contact Information
Phone Number: 612-347-7979
Fax Number: 612-347-7983
Website: http://www.wfgweb.com
Fax Number: 612-347-7983
Website: http://www.wfgweb.com
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