A complete list of active advisors currently associated with Winans Investments

Warmer can help you find a great advisor at Winans Investments or one who fits your needs even better.

Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies and pension plans. The firm also develops and distributes proprietary market indices and indicators to third‑party financial databases as part of its research offering. The firm's investment process emphasizes quantitative and technical analysis, focusing on price trends and long-term growth while screening a universe of roughly 7,600 publicly traded companies to identify model holdings. Portfolios are monitored with a proprietary system and typically blend 20–40 equity holdings, ETFs for smaller accounts, and fixed‑income allocations that include higher‑yield corporate bonds and preferred stocks. Winans is notable among team firms for publicly advertising both performance results and hypothetical performance in its materials, a practice the brochure identifies as uncommon. The firm also licenses its models to other registered advisers and maintains sub‑adviser relationships in which it designs, updates, and daily‑monitors strategies used by third parties, combining productized research with direct portfolio management.

To learn more about the advisors currently working at Winans Investments, 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.