WI and it’s staff are heavily involved in local community and served on the boards of several non-profit organizations such as:
The W Foundation (Novato), USS Hornet Museum (Alameda), the Society of California Pioneers (San Francisco), The Holland Society of New York, The Museum of American Finance (New York City), San Francisco Fleet Week Association, Chabot Space & Science Center (Oakland), The University of San Francisco Alumni Association and The Institute of Ecolonomics (Ridgway, CO).
“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