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.

Alpha Wealth Strategies – Join the Team:

In 2022, Winans Investments (WI) established a partnership with Accexx Wealth Management (ACM) called, Alpha Wealth Strategies. This alliance allows independent financial planners to roll all or part of their practice onto ACM’s state of the art wealth management platform and gain the investment management & marketing capabilities offered by WI.


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.

Winans Investments: Enhancing Financial Well-being in Novato
Novato's Premier Wealth Management with Winans Investments
Winans Investments: Empowering Your Financial Success in Marin County
Winans Investments: Enhancing Financial Well-being in Marin County
Trusted Advisors for Wealth Management in Marin County: Winans Investments
Winans Investments: Empowering Your Financial Success in Novato

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

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