/PRNewswire/ SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey.
MARE ISLAND It was a bracingly cold Saturday morning at the Mare Island Naval Cemetery, but Wreaths Across America master of ceremonies and Vallejo Navy League President Steve Nash reminded everyone it still wasn’t as cold as Arlington National Cemetery.
Wreaths Across America is a national
Winans Investments Post Solid Performance in a Volatile 2020
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NOVATO, Calif., Jan. 19, 2021 /PRNewswire/ Winans Investments (WI), a 28-year old investment advisory firm, has posted strong performance within its 5 separate managed account composites versus Morningstar s, Allocation Category benchmarks.
Morningstar s Separate Managed Account database has over 10,000 advisor managed portfolios in multiple categories. Four out of five of WI s composites are 5-star ranked by Morningstar over multiple periods.
(PRNewsfoto/Winans Investments)
As an independent Registered Investment Advisor, Winans Investments offers its service directly to investors or to other financial advisors as a separate managed account in TD Ameritrade s Separate Account Exchange program.