Wincap Financial LLC
WinCap Financial LLC is a boutique registered investment advisory firm headquartered in Boston, Massachusetts. Founded in November 2021 by Michael Collins, the firm has rapidly grown to a team of six advisors and additional staff, serving individual and high-net-worth clients with a focus on personalized financial planning and wealth management. WinCap emphasizes innovation, integrity, transparency, and leverages custom technology solutions to deliver its services. The firm currently manages over $150 million in assets and prioritizes building lasting client relationships grounded in trust and mutual respect.
Investment Strategy
WinCap Financial LLC provides comprehensive wealth management and investment advisory services tailored to individuals and families, especially those who have been underserved by larger institutions. The firm utilizes a personalized, goals-based investment approach with a strong emphasis on financial planning, asset allocation, and portfolio diversification. Their investment philosophy prioritizes long-term discipline, transparency, and aligning strategies with each client’s specific financial objectives. The firm leverages advanced technology for portfolio management and reporting, focusing on the unique needs of each client while maintaining an adaptive, innovative service model.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BLV | VANGUARD BD INDEX FDS | 8.83% | $11.0M | 158,021 | $68.97 | $69.54 | +$2.5M |
G GSST | GOLDMAN SACHS ETF TR | 7.39% | $9.2M | 181,951 | $50.56 | $50.56 | +$9.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.89% | $7.3M | 128,637 | $48.73 | $57.01 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 4.07% | $5.1M | 32,061 | $137.64 | $157.99 | +$3.5M |
I IVV | ISHARES TR | 4.00% | $5.0M | 8,008 | $580.81 | $620.90 | +$1.9M |