Win Investing is an investment advisory firm owned and operated by Alexander Mancini. The firm provides portfolio management and investment advice across stocks, bonds, exchange-traded funds, mutual funds, currencies, and commodities. Win Investing uses a combination of fundamental and technical analysis, employing a top-down approach that examines broader markets, sectors, and individual securities to manage risk. Portfolios are adjusted based on market indicators to take more risk during bullish periods and less risk during bearish periods. The firm serves individuals, high-net-worth individuals, trusts, estates, and foundations, focusing on risk-sensitive portfolio management designed for income and growth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
All fees are negotiable. Rates represent the upper bound of each stated range.