Winston & Company, Inc.

Overview

Winston & Company, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and lists “selection of other advisers” among its advisory services, indicating it both constructs in-house portfolios and allocates selectively to outside managers when specialized strategies are needed. Investment activity shows a clear fixed-income orientation. The largest single asset type is state and local bonds, and the firm favors separately managed approaches for implementing its bond exposure. Winston & Company, Inc. does not identify as an active ESG investor and operates from a single-office footprint rather than a multi-state platform.

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Location & Offices