Winvest Investments L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), trusts, and privately held businesses. It implements client portfolios on either a discretionary or non‑discretionary basis and is compensated through asset‑based advisory fees.
The adviser develops individualized investment policies through personal discussions and combines fundamental analysis with several technical approaches (including charting and cyclical analysis) and asset‑allocation decisions. Investment strategies include long‑ and short‑term holdings, active trading, and option strategies such as covered calls and spreads, and accounts are reviewed at least quarterly with periodic performance reports delivered to clients.
The firm is organized around a single principal/limited partner who also serves as the firm’s chief compliance officer, a structure that concentrates client oversight in one senior manager. It also discloses outside business activities tied to family‑related limited partnerships in real estate, does not generally block or aggregate client trades, and does not vote client proxies, operational practices that differ from many peers.
Client services
Expertise
Fee options
1.00% per annum, flat fee with no tiers
Account minimum: $50,000
Main office
See office20349 Pahgre Road
Montrose CO 81403
Advisors at this office
1
Offices (2)
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Frederick W
Series 63
Montrose, CO
Winvest Investments L.P.
Frederick Winston is a financial advisor at Winvest Investments L.P. in Montrose, Colorado, holding a Series 63 designation with 30 years of industry experience. He has been with Winvest Investments since 1996. Outside of his advisory role, he serves as president and managing partner in several private investment and non-investment related entities, including Flying W Inc. and Crank Key Corp. Winvest Investments provides ongoing investment supervisory and portfolio management services to individuals, trusts, and privately held businesses. The firm combines fundamental analysis with technical approaches and asset allocation to develop individualized investment policies, and manages accounts through both discretionary and non-discretionary strategies.
John W
Series 65
Austin, TX
Winvest Investments L.P.
John Winston is a Series 65 registered advisor with Winvest Investments L.P. in Austin, TX. He has been with the firm since 2010 and has prior experience at Aypex Inc. since 2023. Winvest Investments L.P. provides investment supervisory and portfolio management services to individuals, trusts, and privately held businesses, utilizing a combination of fundamental and technical analysis alongside active trading and option strategies. The firm operates under a single principal structure that emphasizes individualized investment policies and regular account reviews.
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