Winslow’s investment professionals develop ideas, identify investment opportunities, and work with clients to help them achieve financial goals – from income, capital appreciation and capital preservation to speculation, and trading.

Our professionals encompass a broad spectrum of expertise, from outstanding equity and fixed income specialists to personal financial planners.

Independent, objective advice
While some financial advisors are restricted to recommending a limited number of mutual funds, our advisors have no financial ties to specific products. With Winslow, you benefit from independent, objective advice that’s client driven, not product driven. We bring sound, unbiased financial advice in tune with your unique needs and values.

Excellence in execution of investment products and services
We manage your money as if it were our own—counseling you on which investment decisions are in your best interest. This commitment to excellence extends to executing trades. We work each and every trade, steering it to get you the best execution price.

At Winslow, Evans & Crocker, we structure trading to ensure that you reach the market with the maximum price advantage. This unshakable commitment to excellence is why top registered investment advisors entrust us with the execution of their own trades.

Invest and Trade

Trading Desk Services

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