Windsor Capital Management, LLC

Windsor Capital Management, LLC is a fee-only registered investment adviser established in 2000, with primary offices in Phoenix, Arizona. The firm offers traditional discretionary and non-discretionary portfolio management services, advisory consulting services, and services to employee benefit plans. Clients typically have a minimum account requirement of $200,000 for fixed income style accounts and $400,000 for balanced style accounts, which may be waived at the firm's discretion. The firm primarily recommends individual fixed income securities, ETFs, and closed-end mutual funds. Investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, long-term purchases, and margin transactions. The firm does not accept performance-based fees or participate in side-by-side management. Clients have the option to grant the firm discretionary authority over their accounts, allowing the firm to make investment decisions without prior consent. The firm does not vote proxies on behalf of clients and does not provide financial information due to being federally registered. Clients' privacy is a top priority, and the firm has policies in place to protect their personal information. In case of trade errors, the firm aims to restore accounts to their correct positions. Windsor Capital Management, LLC does not handle class action lawsuits on behalf of clients. For more information, clients can contact Don Peppler at 480-515-3514.