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 09/30/16. The fund's latest filing disclosed 213MM in positions, representing 22% of the manager's regulatory AUM.

WINDSOR FINANCIAL StockAlpha

-1.1%
Top 25%
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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 FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 4.13% Financials 14.11% -0.23% 0 28%
VCSH 4.11% ETF -0.97% -0.1% 0 3%
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FEATURED IN
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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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WINDSOR FINANCIAL Portfolio Concentration

WINDSOR FINANCIAL Location

225 SOUTH 6TH STREET
SUITE 3800
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

WINDSOR FINANCIAL Contact Information

Phone Number: 612-347-7979
Fax Number: 612-347-7983
Website:

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