Winans Investments

Winans International, operating as Winans Investments, is a Registered Investment Adviser based in Novato, California, established in 1992 by Kenneth Grant Winans. The firm offers personalized Portfolio Management Services, including discretionary and non-discretionary options tailored to clients' needs and objectives. Clients may have customized or model portfolios monitored and rebalanced as needed. Advisory Consulting and Research Services are also available, providing investment analysis and guidance. The firm primarily focuses on quantitative and technical analysis for growth investing, with a diversified mix of U.S.-based stocks, bonds, real estate, mutual funds, ETFs, and derivatives. Winans Investments manages $245,180,000 in client assets as of December 31, 2022, on a discretionary basis. Fees for Portfolio Management Services are based on a percentage of assets under management, with rates varying by total assets. The firm does not accept performance-based fees or engage in side-by-side management. Winans Investments may engage in sub-adviser relationships with other registered advisers, providing strategies and models. The firm does not participate in wrap fee programs and primarily advises on stocks, bonds, real estate, mutual funds, ETFs, and derivatives. Clients must have a minimum of $400,000 to open an account, with discretion over investment decisions granted based on client preferences. Winans Investments exercises limited custody over client funds, with fees deducted directly from client accounts. The firm does not have any reportable disciplinary information and maintains high ethical standards outlined in its Code of Ethics.