Our Investment Approach

Our investors require sophisticated wealth management. We offer a compelling combination of diversification, low expenses, transparency, active management and performance. We proudly honor our fiduciary responsibility.  As advocates of long term investing, we recognize the importance of managing risk and we work tirelessly to help our clients achieve their financial goals. We base our investment decisions on quantitative research, proprietary portfolios and more than 30 years of experience. We maintain appropriate allocation levels based on our clients’ financial goals and risk tolerance, and we systematically steer their portfolios into the strongest areas of the financial markets. We create dynamic portfolios based on sound research, managed risk, and a genuine interest in each client.

Christina Winch

Named by Wealth Manager Magazine as one of the top 50 most influential females in the financial planning industry, Christina remains an innovative and dedicated leader.  Christina’s analytical, yet creative, approach to the accumulation, management and transfer of wealth is nationally recognized. Christina will address the growing demands of the marketplace and an increasingly complex global economy in her blog. Read Christina's Blog

Kabeer Gbaja Biamila

After a stellar nine-year career as a defensive end for the Green Bay Packers, Kabeer Gbaja Biamila is turning his attention to wealth management. As he studies for his CFP exam, Kabeer offers tips on budgeting, Christian Financial Planning and caring for an aging parent in his video blog. Other topics the father of five sons will address include: having an exit strategy prior to making a career change, raising financially disciplined children, and money and marriage. Read Kabeer's Blog

Sandy Shultz

Growing up amid the chaos and excitement of the stock car circuit turned out to be excellent preparation for Winch Financial Client Services Level II Director Sandy Shultz. Christina Winch hired Shultz, whose father Bob Abitz raced on the NASCAR circuit from 1962 – 83, as a full-time marketing representative in 2004. But what was supposed to be a temporary stint as a front desk client service representative became a full time position and today Shultz, a licensed insurance agent, handles just about everything. Read More

Jeremey Landskron

Jeremey Landskron, Winch Financial portfolio and investment analyst and head of trading, is a key member of the team preparing for the launch of a new mutual fund. He said he is excited by the opportunity to offer investors with smaller accounts the opportunity to experience Winch Financial's active management style. An Eagle Scout, Landskron graduated from Neenah High School and earned his undergraduate degree from the University of Wisconsin. He and his wife, Amanda, are expecting their first child this summer.  Read More

Staff Profiles

For more information about our investment approach, including profiles of each staff member, please see our Staff Profiles .