Winans Separate Managed Account Performance.

Since 2017, the prestigious global rating firm Morningstar® has been evaluating & rating the performance of portfolios managed by Winans Investments.

With over 11,000 advisor-managed portfolios in their Separate Managed Account (SMA) global database, Morningstar’s “5 Star” rating is a highly coveted recognition, awarded only to the top-performing 1% of portfolios. Most of Winans’ five portfolio composites of stock, blended & bond portfolios have consistently outperformed Morningstar’s benchmarks earning Gold or 5-star ratings across multiple time periods.

An achievement rare in the world of investment management!

With documented investment performance records since 2003, Winans investments (WI) manages in-house five types of portfolios (100% equity, 100% Bonds, 75/25 blended, 50/50 blended, 25/75 blended). It’s performance is independently audited annually and adheres to the GIP standards.

For more details, download the reports below.