There is no “best” investment strategy. All disciplines have strengths and weaknesses, and can have wide difference in short-term performance. Also, multi-year cumulative returns are more important than annual results in evaluating the overall performance of a portfolio.
We use the global rating firm Morningstar® Direct database to evaluate our new client’s existing portfolio and would happy to provide you with their opinion of your portfolio free of charge. All information will be kept confidential and returned to you with the finished evaluation.
Getting Started:
1.) To get started – Click here for a copy of our New Client Information Form.
2.) Click here for a copy of WI’s Form ADV.
3.) For general inquiries please fill out the following form and someone from our team will reach out to you as soon as possible.
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
