Skip to main content

Institutional Services

Planning & Services

High Ranked, Reliable, Cost-effective Investment Advisors

Sub-advisory

Comprehensive Wealth Management Services in NovatoWealth managers, financial planners and family offices are always in search of high ranked, reliable, cost-effective investment advisors to manage their client’s equity & fixed income investments on a sub-advisory basis.

With documented investment performance records since 2003, Winans investments (WI) successfully manages five types of equity, blended and fixed income portfolios in-house. WI’s performance is audited annually by ACA and complies to the GIP standards.

Since 2017, the prestigious global rating firm Morningstar® has been evaluating the performance of portfolios managed by WI. 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 its portfolio composites earning Gold or 5-star ratings across multiple time periods.

WI services are currently offered on the sub-advisory & TAMP programs of Charles Schwab, Accexx and SmartX.

  • Minimum Account size: $100,000
  • Sales Fees: None
  • Annual Base Fee: .50%

Cost Illustration: Unlike hidden fees charged by many mutual funds and investment programs offered through brokerage houses, WI fees are straightforward and are billed on a percentage of assets on a quarterly basis.


Fee Schedule

Winans Investments: Enhancing Financial Well-being in NovatoWI services are currently offered on the sub-advisory & TAMP programs of Charles Schwab, Accexx and SmartX.

Cost Illustration: Unlike hidden fees charged by many mutual funds and investment programs offered through brokerage houses, WI fees are straightforward and are billed on a percentage of assets on a quarterly basis.

Click here for a copy of WI’s Form ADV for fee information.