Communication is key to a successful relationship, and every client should have direct access to the people who actually make the investment decisions. A client should have the same type of relationship with the investment advisor as he/she has with an accountant, an attorney, or a doctor.
Our staff is very familiar with each of our clients’ needs, and most issues are handled within 24 hours. In fact, we are one of the few investment firms that still do “house calls”, in which clients can meet with our staff in the privacy of their home.
Winans Investment’s services are customized to meet the client’s ever-changing needs in an ever-changing economic climate.
Initial Work for New Clients:
On-Going Duties for Clients:
Our “Portfolio Overview” performance report is all-inclusive and easy to follow. In fact, investment related tax information is provided quarterly, so that clients and their accountants can plan accordingly. We think it is one of the best reports in the industry!
Unlike hidden, and often excessive, fees charged by many mutual funds and investment management programs offered through brokerage houses, our fees are straightforward and are billed on a percentage of assets or on an hourly basis. In addition, our fees are posted on the front page of our Portfolio Overview each quarter, so that our clients can easily review them.
Click here for a copy of WI’s Form ADV for fee information.
Our staff coordinates, with the brokerage house custodians that hold our client’s investments, on handling most of the administrative issues regarding our clients such as account document flow, voting corporate proxies, filing for shareholder class action lawsuits, etc.
Our staff collaborate with our clients’ other advisors, including accountants, attorneys, pension administrators and insurance agents, allowing us to develop an all-encompassing strategy through all phases of the financial process.
Through the years we have developed an extensive network of professionals in many areas of finance, and have been able to further help our clients beyond our normal duties. These areas include: retirement plan formation, foundation formation, business formation, etc.
“One-on-One” Client Relationship
“Easy to Read” Investment Reports
Reasonable Fees
Liaison With Custodians & Other Advisors
Client Portal
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