Winch. Investing in Confidence.

Founded by Christina Winch more than 30 years ago, Winch Financial maintains a 97% client retention rate. Our active management style centers on our proprietary rotational investment strategies, our commitment to research and our proud preservation of the fiduciary standard. We take the time to analyze your risk tolerance and financial goals. Based on that information, we create an investment portfolio just for you. Come see why we’ve been ranked nationally for the past eight years and discover how at Winch Financial, we’re always investing in confidence.

Our Advantage

 Our stable of actively managed portfolios,  automatically seeks the strongest areas of the market. We concentrate on performance, diversification, low expenses and transparency.
 With more than 30 years in the industry, our insurance department offers independent analysis and advice concerning annuities, long term care, health and life insurance.
 Our new multi-strategy Fund combines one or more of several strategies we currently use and has the ability to move to an all-cash position when market conditions call for it.