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FAQs

Below are some frequently asked questions.

Who is Winans Investments?

Founded in 1992, Winans Investments is an independently registered investment advisor.

Who is managing the investments?

As a true investment manager, WI manages all client portfolios in-house.

Who holds my investments?

All client assets are held at TD Ameritrade or Charles Schwab in SIPC insured accounts.

How is WI compensated?

WI is a fee based manager and does not charge commissions.

Are my investments easy to sell?

Yes, the securities held in WI portfolios can usually be sold within 24 hours.

How often will I receive financial statements?

The custodian will send account statements monthly and WI will send a performance report to you quarterly.  The custodian will provide you with 1099 forms for your tax returns at year-end.

How often should I meet with WI staff?

We suggest that you schedule a phone call or in-office meeting with our staff every 6-12 months.

Can I terminate this investment agreement?

Yes, you can terminate WI as your investment advisor at any time without penalty.

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