WINSTON PAUL CAPITAL MANAGEMENT, INC.

Overview

Winston Paul Capital Management, Inc. is an independent, privately owned RIA organized as a corporation that focuses on individual and family clients. The firm positions itself as a capital allocator and offers a mix of advisory services that, according to its filings, include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports it is not a multi-state adviser and does not pursue an active ESG investment approach. An industry affiliation with an insurance company is noted in its record.

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Investments & Alternatives