A complete list of active advisors currently associated with Win Investing LLC
Warmer can help you find a great advisor at Win Investing LLC or one who fits your needs even better.
Win Investing LLC provides discretionary portfolio management and investment advice to individuals, high‑net‑worth clients, trusts, foundations and employer plans. The firm manages accounts across stocks, bonds, ETFs, mutual funds and, atypically for a small independent adviser, currencies and commodities, and offers risk‑sensitive management tailored for income, growth and retirement‑income objectives. The firm follows a top‑down process that combines fundamental analysis with technical analysis, using Point and Figure methods to time sector and security risk exposure; accounts are generally adjusted to take more risk when those indicators are bullish and less when they are bearish. It conducts daily, monthly and quarterly reviews of accounts and operates under discretionary trading authority for clients who sign an authorization. Noteworthy features relative to peers include a small, boutique scale (approximately $19 million in discretionary assets across about 32 clients) and the explicit use of Interactive Brokers as the principal execution/custodial platform, with an expressed emphasis on execution practices that do not rely on exchange order‑flow payments. The firm also does not charge performance‑based fees and declines to vote clients’ securities, leaving proxy voting to clients or their custodians.
To learn more about the advisors currently working at Win Investing LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Swarthmore, PA
| 38
|
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