Winslow Drake, Inc.

Winslow Drake is a small, state-registered, fee-only investment adviser that, according to its brochure, serves under 100 clients and manages roughly $63.2 million in client assets. It provides discretionary portfolio management, ongoing financial planning, and retirement-plan advisory services for individuals, ERISA-governed and other retirement accounts, trusts, estates, corporations, and charitable organizations.

The firm implements individualized portfolios documented by an Investment Policy Statement or suitability questionnaire, typically with a multi-year buy-and-hold orientation while permitting tactical trades and occasional protective options strategies. Its analysis combines fundamental, technical and quantitative methods, includes manager reviews for mutual funds and ETFs, and explicitly supplements research with AI tools such as Gemini, Grok and Co-pilot.

What distinguishes the firm from many peers is an emphasis on client education and communications: a principal contributes a weekly column to a local publication, the firm provides participant education and enrollment support for retirement plans, and the brochure notes the production of periodicals/newsletters and occasional seminars or workshops. The brochure also highlights a near-universal level of discretionary authority over client accounts (about 96% of households) and a stated policy of operating without third‑party/hidden compensation, with any such fees rebated to clients if received.