Jamie Fritschel

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.

Functions as a College/University

AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.

Provides wealth management and planning services