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About Winans Investments

Managing Investments During Inflationary Times

A true entrepreneur, Ken Winans left a promising career with Merrill Lynch and started Winans Investments in 1992 with only 7 clients managed out from home. He envisioned an independent advisory practice different from other investment firms:

  • An investment strategy that includes an effective defense to minimize losses (through selling investments early in financial downturns) by using his own historical research to navigate market cycles.
  • By providing innovative investment solutions, made possible through his customized portfolio management style, he could design individual portfolios to meet the complex needs of each client rather than the impersonal, “one-size-fits-all”, “buy & hold” asset management approach commonly practiced on Wall Street.

Today, WI manages 100’s of private and institutional clients nationwide.

Since 2017, the prestigious global rating firm Morningstar® has been evaluating the performance of portfolios managed by Winans. With over 10,882 advisor-managed portfolios in their Separate Managed Account (SMA) database, Morningstar’s “5 Star” rating is a highly coveted recognition, awarded only to the top-performing 1% of portfolios. As of 2022, Winans’ five types of stock, asset allocated & bond portfolios have consistently outperformed Morningstar’s benchmarks, with all of his portfolio composites earning Gold or 5-star ratings across multiple time periods.

In recognition of its outstanding performance as a money manager, the International Association of Top Professionals named Winans the “Top Money Manager of the Decade” in 2019.

Winans Investments Team

Winans Investments Wealth Management Novato Team

Kenneth G. Winans

CEO & Chief Investment Officer

Kenneth G. Winans is a celebrated investment management entrepreneur, a renowned financial history author, and an active philanthropist.

Business History

Over a 33-year career, he has conducted innovative investment research and designed innovative investment strategies while serving as a portfolio manager, investment analyst and financial writer.

Unique in the financial services industry, Mr. Winans has documented “track records” as a market strategist and a portfolio manager.

Ken calls himself, “a historian who manages money”. Since 1991, the use of his proprietary historical research has led to an impressive documented record of accurate multi-year financial forecasts.

Stephanie Larson Portfolio Manager Novato

Stephanie Larson

Portfolio Manager & Director

Since 2007, Stephanie has worked in the investment management industry for some of the largest firms in the industry; Franklin Templeton, Robert Stephenson, Fisher Investments, Bank of the West/BNP Paribas, and Zions Bancorp.

Stephanie joined Winans Investments 2020 as the Portfolio Manager. In this role she is responsible for investment research, portfolio implementation, performance, and analytics.

Prior to joining Winans Investments, She was a Senior Risk Consultant with Franklin Templeton. In that role she led the development of the equity platform risk analytics and research. She partnered with the EVP of Risk and the CIO to create enterprise equity analytics on $450B in assets. Stephanie also spearheaded the development and implementation of the equity sell discipline across all equity groups utilizing quantitative portfolio optimization techniques. Previous roles include Performance Manager, AVP of Portfolio Analytics, Senior Investment Analyst, and Head of Investments and Research.

Amy McGovern Client Service & Marketing Manager Novato

Amy McGovern

Client Service & Marketing Manager

After 4 years in the mortgage/real estate industry, Amy joined Winans in 2019 as the Manager of Marketing and Business Development with a Marketing Certificate from Northwestern University. In this role Amy will drive Winans marketing campaigns with an effective marketing strategy while managing business development. Amy truly enjoys personal interaction with clients and prospects in building relationships while maintaining and giving them the best client experience possible.

Amy entered the legal field as a legal secretary at the age of 21. She worked for a high caliber law firm providing support to one or more lawyers preparing legal documents, filings with the courthouse, and heavy client interaction. During this time, she also started her family. After her time in the legal field, Amy pursued marketing and client development in the financial industry. During this time, Amy realized her true passion of marketing and enjoyed working with the clients and client development.

Brittany Campbell Operations Manager - Novato

Brittany Campbell

Operations Manager

Brittany joined Winans Investments as the Operations Manager in early 2020. In this role she oversees company operations, finances, office management and regulatory compliance. Brittany’s goal is to keep the company operations running as smoothly as possible. In 2023, she received a Certificate of Achievement for completing NRS’ Investment Advisor Core Compliance Program.

Brittany grew up in the North Bay and continues to live and raise her family there. Brittany graduated High School with distinction and received the student of the year in business/computers. After graduating she chose to immediately step into the work force. After becoming a mom, she decided to be a stay at home mom to raise her young children. Brittany wanted to get back into the work force and became an Administration Assistant for Harrison Drywall, Inc, a successful drywall company based out of San Francisco. During her 5 years with the firm, she advanced into the operations side of the business. She became an integral part of the operations management team and became the payroll specialist who was in charge of the entire firms accounts payable and receivables. After commuting to San Francisco for 5 years, she decided to find a job closer to home and her kids.

Melinda (Mindy) Spence Client Service Manager - Novato

Melinda (Mindy) Spence

Client Service Manager

Mindy has extensive experience in the Financial Service Industry. She joined Winans in 2021, and assists with all manners of client support, including opening and maintaining accounts with Schwab and Interactive Brokers, identifying client needs and enhancing existing relationships with both clients and custodians.

Her past experiences range from Sales Assistant, OTC and Institutional Trader, as well as establishing and managing the Syndicate Department for several boutique firms in San Francisco. Mindy was one of four women OTC Traders in San Francisco in the 1990s. Prior to joining Winans , Mindy worked at TD Ameritrade as a client service specialist.

Mindy grew up and lives in the Bay Area. She attended Oregon State University and spent her junior year abroad at The University of Bath, England. She majored in Psychology and Business. Mindy has had her Series 7,63 and 54 license , she is currently working on her Series 65.

When Mindy is not hiking the beautiful hills of Marin County with her dog Wilbur or working out at the gym, she enjoys sailing on the San Francisco Bay with her friends. In her spare time, she volunteers at the Marin Humane Society.