Montrose, CO Office

Winvest Investments provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, and small businesses, offering both discretionary and non-discretionary account arrangements. The firm advises on a broad range of securities — including domestic and foreign equities, fixed income, mutual funds, ETFs, and certificates of deposit — and is compensated via asset-based advisory fees rather than commissions.

The firm’s investment process combines fundamental and technical analysis (including charting and cyclical methods) with asset-allocation decisions and a mix of long-term, short-term and trading strategies. It also employs options strategies such as covered calls and spread positions as part of portfolio management, reviews accounts at least quarterly, and provides regular performance and holdings reports to clients.

Winvest is a long-established, small advisory firm that manages roughly $53 million for a compact client base of about 13 relationships, resulting in a notably high assets-per-client profile compared with many peers. The brochure discloses a few operational practices that distinguish the firm — including use of options and active technical methods, disclosure of related private investment/real-estate partnerships, a policy of implementing client trades separately rather than routinely aggregating/blocking, and the ability to deduct advisory fees from client custodial accounts with authorization.