Winans Investments manages investment portfolios for individuals, trusts, investment companies, and pension plans. The firm offers both discretionary and non-discretionary portfolio management services, tailoring investment strategies to each client's specific objectives and risk tolerance. Winans Investments utilizes a quantitative and technical analysis approach, focusing on historical stock performance and price trends to construct diversified portfolios of stocks, bonds, real estate, mutual funds, exchange-traded funds, and derivatives. In addition to portfolio management, Winans Investments provides advisory consulting and research services, including proprietary market indices and indicators for financial databases. Kenneth Grant Winans serves as the principal owner of the firm, which has been operating since 1992.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Rates shown are for growth investments. Annual fees vary based on the asset allocation mix of the portfolio. Fees are negotiable.