As genuine money managers, we offer a higher value, client-focused wealth management experience. Our investment team meets every day to monitor the markets and make appropriate allocation adjustments to our clients’ portfolios. Our clients can take advantage of a unique opportunity to sit across the table from the same analysts and investment managers who trade their accounts. Have a question about an investment? Pick up the phone and call or email one of our investment team members. They’re happy to speak with you because, at Winch Financial, we create dynamic portfolios based on sound research, managed risk and a sincere interest in each client.
Our investors require sophisticated wealth management. To that end, we offer a compelling combination of diversification, low expenses, transparency, active investment 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 fundamental research, proprietary portfolios and more than 130 years of investment management experience. By maintaining appropriate allocation levels based on our clients’ financial goals and risk tolerance, we tactically steer their portfolios into the areas of the financial markets offering the best risk/reward profile for each client.
Our proprietary My Smartplan service offers participants the benefit of our investment team’s extensive technical and fundamental research to help maximize the potential of their 401(k), 403(b), 457, Simple IRA, SEP and other retirement plans. Take control of your employer sponsored retirement accounts with an eye on agility, safety and growth.