A complete list of active advisors currently associated with Winten Investment Partners, LLC

Warmer can help you find a great advisor at Winten Investment Partners, LLC or one who fits your needs even better.

Winten Investment Partners provides ongoing investment supervisory services and financial planning to individuals, high-net-worth individuals, and corporations or business entities. The brochure indicates the firm manages roughly $19 million in client assets and offers portfolio construction, implementation, and periodic monitoring for both retail and business clients. The firm’s investment approach is guided by the Random Walk Hypothesis and emphasizes long-term, income-focused portfolios built from broadly diversified baskets of mutual funds, ETFs, equities, fixed income, REITs and other income-producing securities. Portfolios are constructed with explicit asset-allocation models that blend fixed-income and equity components to generate cash flow and, when appropriate, reinvest or distribute income over multi-year horizons. Winten manages client assets directly rather than delegating to third‑party managers and also accepts corporations and business entities as clients, a mix that is less common among independent advisers with a similar profile. The firm has no stated account minimum, requires use of its recommended custodian (Charles Schwab), and conducts quarterly account reviews with one-time financial planning deliverables available to clients.

To learn more about the advisors currently working at Winten Investment Partners, 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
Corey Winten	Krugerville, TX	25

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