With over 11,000 advisor-managed portfolios listed as separate managed accounts, Morningstar’s “5 Star” rating is a highly coveted recognition, awarded only to the top-performing 10% of portfolios. Most of Winans’ five portfolio composites of stock, blended and bond portfolios have consistently outperformed key market benchmarks earning top ratings across multiple time periods.
“This is an achievement rare in the world of investment management,” says Ken Winans, President & CIO of Winans Investments.
Winans Investment offers investment services to individual clients, wealth managers and financial planners through Schwab’s Market Place platform.
Disclaimer: Performance is independently audited annually and adheres to GIP industry standards. Morningstar ratings are no guarantee of future investment success and are subject to change. No fee was paid to Morningstar(r) for the rating nor did Winans Investments pay a fee to be included in the database.
