Proven Performance Through
Experience and Innovation
Investment success is much more than beating the market: it requires a disciplined strategy with a predetermined performance goal, a logical asset allocation, a proper investment-monitoring system and a policy for re-balancing one’s holdings. Similar to sporting events, victory comes from executing a solid strategy with a good offense and an effective defense — seldom only one or the other.
We are active managers with expertise in common stocks and real estate investment trusts for long-term capital appreciation. With our further knowledge of corporate bonds, municipal bonds and preferred stocks for investment income, we integrate market and investment analysis to determine when to invest and what to invest in.
WHO IS WINANS INVESTMENTS?
Winans Investments (formerly Winans International) is an independent and privately owned registered investment advisory firm. Using our extensive in-house historical economic databases, we conduct proprietary research that helps us build wealth for our clients over the long haul.
WHY WINANS INVESTMENTS?
The hallmark of our approach is to try to lower investment risk. We combine common stocks and real estate investment trusts with bonds and preferred stocks to achieve both long-term growth and stable income.
PROVEN PERFORMANCE
Of course, we know markets and that the influences upon them change. At WI, we actively monitor global news and events reducing our clients’ investment exposure when our proprietary market research indicates it’s time to sell.
“Remember it’s what you keep in a bear market, not what you made at the market’s top.”
— Ken Winans