Patrick Winfield Larson

Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics.

Insight designs innovative investment solutions for their clients that have one objective mind: meeting their specific needs. The firm aims to deliver consistent and repeatable performance by focusing only on those things they know they can do well. Their core focus is on risk and counterparty management as well as building a diversified yet focused range of investment solutions.

Provides investment advisory services

Functions as a College/University

Functions as a College/University

ACG follows the principles of Modern Portfolio Theory and aims to build portfolios along an efficient frontier and then discuss the pros and cons of taking on more, or less, risk along that arc with each client. Throughout their investment management practice, credit analysis is also a significant focus. The firm’s investment decisions are principally driven by each client's unique financial objectives and tolerance for risk.