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Proven Performance Through Experience and Innovation

“The key to long-term investment success is to correctly interpret investment history and apply it to today’s financial climate.”
-Ken Winans, President of Winans Investments

Who is Winans Investments?

Winans Investments (formerly Winans International) is an independent and privately owned SEC registered investment advisory firm since 1992. A dedicated team with extensive financial service experience. In-house investment management using proprietary investment strategies that helps us build wealth for our clients through separately managed portfolios. A competitive fee-based fiduciary with clients nationwide and assets held at Charles Schwab.

Why Hire Winans Investments?

With over 30 years of investment management experience with top ranked investment performance by Morningstar®. Our five portfolios offer clients with different needs customized choices for growth, income and balanced investing goals. Through our proprietary research, we have a long history of consistent & timely market forecasts, and our unique investing style blends the benefits of technical trading and fundamental investing. Please watch our video for more details
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Investment Philosophy

  • History is an Important Tool.
  • Prices Generally Move in Long Trends, Guiding Us Toward What We Can Expect From Economic and Financial Data.
  • Investment Risk is Relative.
  • An Investment Strategy Requires Both an Offensive and Defensive Plan.
  • Fads Come and Go. Sometimes, the Same Ones Come Again. And Go Again.
Winans Investments: Enhancing Financial Well-being in Novato
Novato's Premier Wealth Management with Winans Investments
Winans Investments: Empowering Your Financial Success in Marin County
Winans Investments: Enhancing Financial Well-being in Marin County
Trusted Advisors for Wealth Management in Marin County: Winans Investments
Winans Investments: Empowering Your Financial Success in Novato

Winans Investments is an investment adviser in Novato, CA. Winans Investments is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Winans Investments only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Winans Investments current written disclosure brochure filed with the SEC which discusses among other things, Winans Investments business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.

PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS

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