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Winslow Asset Management Inc

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Client assets under management

$428,079,251

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Clients

124

100% high-net worth

Advisors

3

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

41

Low

Average account size

$3,452,252

About

Winslow Asset Management provides discretionary portfolio management to institutional clients — including Taft‑Hartley plans, corporate profit‑sharing plans, endowments and foundations — and to high‑net‑worth individuals through separately managed accounts, with stated minimums of $2 million for institutions and $1 million for individuals. The firm’s client mix and account minimums mean it generally does not serve non‑high‑net‑worth retail clients.

The firm manages long‑only equity and fixed‑income portfolios, offering All‑Cap Core, Small‑Cap Core and Balanced strategies and applying qualitative, quantitative and technical analysis when selecting securities and setting allocations. Accounts are managed under discretionary agreements, with consideration of tax status for fixed income and capital gains and an overall approach the firm describes as characteristically low turnover.

Compared with many peer team firms, Winslow advertises performance results and recently augmented its equity research capacity with an additional senior analyst/portfolio manager. The brochure also indicates the firm does not emphasize standalone financial planning services and relies on custodial relationships and soft‑dollar research arrangements that influence trade execution and aggregation.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fees may be fixed fees in some cases, amount negotiable

Percentage

$0 - $1 Million: 1% $1 Million - $5 Million: 0.75% $5 Million+: Negotiable

Other

Account minimum: $1,000,000 for individuals, $2,000,000 for institutions (minimums may be waived at discretion)

Main office location

Winslow Asset Management Inc

3333 Richmond Rd #180

Beachwood OH 44122, United States

Number of offices

1

Most active in

More info

California · Florida · New Hampshire · Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 216-360-4700

Advisors at this firm

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Barbara M

Series 63

Beachwood, OH

Winslow Asset Management Inc

Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Phoebe K

Series 63

Beachwood, OH

Winslow Asset Management Inc

Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Susan A

Series 65

Beachwood, OH

Winslow Asset Management Inc

Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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