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.