WINSLOW FINANCIAL LLC

Overview

Winslow Financial LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with capacity to serve business or institutional clients as well. The firm leans heavily on publicly available pooled vehicles — primarily mutual funds — as the backbone of client portfolios, while supplementing core equity and fixed-income exposure with third‑party alternative strategies. Fee arrangements are flexible: they charge a percentage of assets under management and also offer hourly and fixed-fee advisory engagements, which supports both ongoing portfolio management and one‑off planning work. Reported assets are managed on a non‑discretionary basis across the client base, which indicates Winslow typically provides advice and model allocation recommendations while leaving trade execution authority with clients or their custodians. The firm does not identify itself as an active ESG investor and is classified as an independent, owner‑run RIA serving a retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices