Windsor Capital Management, LLC
Phoenix, AZ (Main) Office
20860 N Tatum Blvd. Suite 220
Phoenix, AZ 85050
Illinois Office
2021 Midwest Rd. Suite 200
Oak Brook, IL 60523
Southern California Contact
Carolin Alaverdian
Welcome To Windsor Capital Management, LLC
Windsor Capital Management, LLC is a true fiduciary, fee-only registered investment advisory firm specializing in equity, fixed-income, and balanced portfolio management. Windsor was established more than 25 years ago and now serves clients in over 30 states with all their financial planning needs.
Using our target rebalancing strategy and providing unbiased advice, we succeed only when our clients succeed.
Our Core Beliefs
- We believe that advisors should provide independent, conflict-free guidance and advice.
- We feel many advisors make investing way too complicated, sometimes to justify high fees.
- We believe proper diversification and discipline are the keys to a successful investment plan.
- We feel clients should have an individual plan tailored and designed for their needs, versus a cookie-cutter industry product.
- We believe the average fees in this industry are too high and become a drag on performance.
- We believe most firms use the term “fiduciary” as a marketing tool, while only 5% of firms truly act as fiduciaries for their clients.
Our Areas of Expertise
Windsor Capital Management, LLC provides comprehensive, fee-only investment advisory services focused on long-term financial success. The firm specializes in personalized portfolio management, including equity, fixed income, and balanced investment strategies, along with ongoing financial consulting and retirement planning guidance.
As a fiduciary advisor, Windsor Capital Management, LLC is committed to acting in the best interest of its clients, delivering disciplined, transparent, and goal-driven investment solutions for individuals, families, and institutional clients across the country.