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Novato's Premier Wealth Management with Winans Investments

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Secure Your Financial Future with Winans Investments in Novato

Experience

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Winning with Winans

Welcome to Winning With Winans, the Las Vegas-based podcast where seasoned financial expert Ken Winans breaks down market trends, shares time-tested investment strategies, and delivers timely economic updates.

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Proven Performance Through Experience and Innovation

Investment Advisor Las Vegas

“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

Comprehensive Wealth Management Services in Novato

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.

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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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Experience Professional Wealth Management in Novato with Winans Investments

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.
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Feel Confident in Your Future

A wealth management firm centered on your needs.

Individual / Private Services

Communication is key to a successful relationship,
and every client should have direct access to the
people who actually make the investment decisions…

“One-on-One” Client Relationship
“Easy to Read” Investment Reports
Reasonable Fees
Liaison With Custodians & Other Advisors
 Client Portal

Institutional Services

  • Sub-advisory
  • Fee Schedule
  • Fact Sheets
  • Financial Planning/Retirement Plans