Winston & Company, Inc.

The firm provides portfolio management and ongoing financial planning to individuals, high‑net‑worth clients, trusts and estates, operating with a small client base and multiple account types. It charges asset‑based advisory fees and does not require a firmwide minimum to open or maintain a relationship.

Investment decisions combine fundamental, technical and cyclical analysis and rely on asset‑allocation frameworks (strategic and tactical tilts, MPT and CAPM) with an emphasis on investment‑grade fixed income where appropriate. The firm also uses third‑party managers and turnkey programs — including relationships with Advyzon Investment Management and Crawford Investment Counsel — and retains supervisory responsibility for those managers’ performance and alignment with client objectives.

Notable features relative to peers include a long‑standing, single‑adviser practice established in 1993 that manages a relatively small number of clients across a larger number of managed accounts and operates from more than one office. The brochure discloses a custodial relationship with Charles Schwab that provides the firm with additional services, a policy of waiving a third‑party platform fee for most clients, and relationships with insurance networking agencies through which non‑variable life and annuity products may be recommended and compensated.