Winans Separate Managed Account Performance.

Winans Investments 5 Star

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

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

In recognition of its outstanding performance as a money manager, the International Association of Top Professionals named Winans the “Top Money Manager of the Decade” in 2019.

For more details, down load the reports below.

Winans Investments Wealth Management Novato

75/25 Balanced Composite

Novato Wealth Management Services by Winans Investments

50/50 Balanced Composite

Winans Investments: Trusted Wealth Management in Novato

25/75 Balanced Composite

Expert Wealth Management Services in Novato

Corporate Income 100% Composite

Secure Your Financial Future with Winans Investments in Novato

Growth 100% Composite

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:


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