NOVATO, Calif., Jan. 29, 2020 /PRNewswire/ -- Winans Investments (WI), an independent investment advisory firm that specializes in separately managed accounts, has received the highest overall "5 Star" rating given by the global research firm, Morningstar® for the Winans Balanced 75/25 Composite and Winans Balanced 50/50 Composite within the SMA universe.
Winans Investments offers its investment management services to wealth managers and financial planners through TD Ameritrade's Separate Account Exchange program.
Disclaimer: Morningstar five star ratings are no guarantee of future investments success and are subject to change. No fee was paid to Morningstar for the rating nor did Winans Investments pay a fee to be included in the database. The top ten percent of products or services in each category receive 5 stars, the next 22 percent receive 4 stars, the next 35 percent receive 3 stars, the next 22 percent receive 2 stars, and the bottom 10 percent receive 1 star.
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SOURCE Winans Investments