Discretionary Money Management since 1973

Windsor Securities, Inc. is an SEC Registered Investment Advisor which has managed client assets on a discretionary basis since 1973. MFIP is a CFTC registered Commodity Trading Advisor and Commodity Pool Operator and is an NFA member. Windsor and MFIP use proprietary mathematical strategies to discern the probability of broad-market short-term moves in either equities or bonds. Windsor invests assets through frequent re-allocation among index mutual funds, or Exchanged Traded Products (ETFs), or variable sub-accounts of annuities and life insurance contracts; MFIP deploys the same strategies and one other using equity-index and bond-index futures. Investors should be aware Risk can be substantial when trading futures and options on futures. Windsor and MFIP use these investment vehicles to maximize liquidity.

Our objectives are to attempt to achieve increased Alpha and reduced Beta; capital growth uncorrelated with equity, bond, and CTA indexes; absolute returns in all market scenarios; and added-value diversification to portfolios with other assets. With Separately Managed Accounts at independent custodians, clients enjoy the transparency and liquidity not usually found in Hedge Fund structures, while also avoiding the extra expenses of administrators. Unlike many managers, who often charge both a fixed management fee PLUS a performance fee, our client accounts are managed for a flat fixed fee; performance fees are available for Qualified Clients.

Longevity

Many managers are untested in diverse market climates over long time periods, focus too much on raising assets, fail to implement robust infrastructures, and ultimately do not survive. We stand apart: Windsor has been active and regulated by the SEC for 40+ years, MFIP for 25 years.

RELIABILITY

Our investing approach is systematic with discretionary overrides, and we understand that it takes more than capital and a brilliant idea to achieve and maintain long-term success. With more than 40 years of experience we have built a durable operational, trading and risk management infrastructure that is led and empowered by an energetic and dedicated team.

FAMILY OFFICES

As a tenured family office, we have a deep understanding of the unique needs of other single and multi-family offices and high net worth individuals. We can execute our strategies on several platforms, including mutual funds, variable annuities, and variable life insurance products. Contact us to learn how our strategies can be deployed for you and your family.