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.
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
