FAQs
Who is Winans Investments?
- Independent SEC Registered Investment Advisor since 1992.
- A fiduciary with client assets held at Charles Schwab.
- Experienced staff with over 90 cumulative years of financial service expertise.
- Top ranked active investment manager with proprietary investment strategies for equity and fixed income investments.
- Research firm that pioneered the development of 5 investment indexes used by media, Wall Street & government agencies.
- Longstanding member of CFA Institute and CMT Association.
- A+ rated by the Better Business Bureau.
- Diverse company culture & active in local communities.
- Independent Board of Directors with extensive industry experience.
Why Use WI as a money manager?
- Verified investment performance in bull & bear markets.
- Long history of consistent & timely market forecasts.
- Balance of technical trading & fundamental investing.
- In-house investing: expertise in stocks, commodities, corporate bonds and preferred.
- Customized, separate managed portfolios for tax efficiency.
- Transparent, competitive fees, No exit penalties.
Mutli-Offices
We have 2 offices serving clients nationwide.