Invest and trade

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

Winslow offers clients a wide range of financial services and products:

  • Turnkey solutions to support high-net-worth clients
  • 14,000 load and no-load funds from more than 450 fund families through Pershing’s platform
  • Tax-advantaged investing
  • Winslow’s Private Account Service bringing specialized management to the individual client through some of the world’s premier money managers, and offering a wide range of options to meet the needs of clients and customers alike


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. And we work each and every trade to achieve the best execution price for you.

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.

Key Brokerage Account Features and Services:

  • Check writing services
  • ATM/debit cards
  • Direct deposit
  • LoanAdvance®
  • Online account access links clients to:
    • Up-to-date balance and holdings data
    • Electronic statements, trade confirmations, and tax statements
    • Download capabilities for Intuit Quicken® and Microsoft® Money