KENNETH G. WINANS

Kenneth Grant Winans is an investment management entrepreneur, an author, an avid collector and an active philanthropist.

Over a long career, he has conducted investment research and designed investment strategies while serving as a portfolio manager, investment analyst and financial writer. Unique in the financial services industry, Mr. Winans has documented “track records” as a market strategist and a portfolio manager (click here to learn more). In fact, his proprietary research has led to an impressive record of accurate financial forecasts since 1991 (for more info. on his research click here). He has also had much of his investment research published as headline articles by leading websites (including a widely read column for Forbes.com (see listing of articles here), magazines and newspapers.

Inventions and Books

Mr. Winans pioneered the development of five investment indexes (with 28 sub-indices) and technical trend indicator that are used by major financial and academic institutions (click here for more info.). He also has written and published four books award-winning books:

“Investment Atlas II – Using History as a Financial Tool” won the 2016 Beverly Hills International Book Awards in U.S. History.

“Preferred Stocks – The Art of Profitable Income Investing” won the 2011 National Best Book Awards in Investments.

“Investment Atlas - Financial Maps to Investment Success” won the 2009 Next Generation Indie Book Awards in Finance.

“Preferred – Wall Street’s Best-Kept Income Secrets” a winner the 2007 National Best Book Awards in Business.

Winans Investments – Capital Management & Research

A true entrepreneur, Mr. Winans left a promising career with Merrill Lynch and started Winans Investments in 1992 with only 7 clients. He envisioned an advisory practice different from other investment firms:

  • An investment strategy that includes an effective defense to minimize losses (through selling investments early in financial downturns) by using his own historical research to navigate market cycles.
  • By providing innovative investment solutions, made possible through his proprietary portfolio management system, he could design individual portfolios to meet the complex needs of each client. Ken's beliefs runs counter to the impersonal, "one-size-fits-all", “buy & hold” asset management approach commonly practiced on Wall Street.

With a documented performance record since 2003, Winans Investments manages equity and fixed income investments for its growing clientele and has won national acclaim for its success. Since 2012, WI is among the “Best of Best” financial advisors attending Barron’s Winner’s Circle Top Independent Advisors Summit.

Mr. Winans is a Chartered Market Technician (CMT). He was founding President of the San Francisco Chapter of The Market Technician Association. He is also a senior member of the Chartered Financial Analyst (CFA) Institute and has served on several committees for the San Francisco Chapter.

Professional & Education Background

Mr. Winans holds a Masters in Finance from the University of San Francisco, a BA in Business Economics from the University of San Diego, and is a Chartered Market Technician(CMT).

During his pursuit of a Bachelors degree in Business Economics at the University of San Diego, Ken earned his real estate license and worked part-time for California Brokers of San Diego. Later, at EF Hutton & Company, he conducted investment analysis for a 45-year veteran of the investment business, and competed in the 1986 U.S. Investing Championship. As a graduate student at the University of San Francisco working towards a Masters in Finance, Ken joined the research department of Sutro & Company. After completing his academic studies, one of his former supervisors asked him to become Research Director for the upstart Chicago-based Compass Investment Group. Ken joined Merrill Lynch in 1990 as a registered investment advisor. In 1992, he founded Winans International.

From 1996 to 2001, he also served as adjunct faculty member of the Graduate School of Business at St. Mary’s College of California.

In 2004, the University of San Francisco named him one of its most celebrated graduates in its 161-year history.

The Winans Collections & Philanthropy

Ken serves as a trustee for several non-profit organizations such as: The W Foundation (Novato), USS Hornet Museum (Alameda), the Society of California Pioneers (San Francisco) and The Holland Society of New York. He served board terms for The Museum of American Finance (New York City), San Francisco Fleet Week Association, Chabot Space & Science Center (Oakland), The University of San Francisco Alumni Association and The Institute of Ecolonomics (Ridgway, CO).

Space Exploration

As life-long space enthusiast, Ken and Debbie Winans have been able to amass one of the largest private collections of U.S., Russian and Soviet space exploration artifacts. These items range from a full size Gemini capsule boilerplate to items carried to the moon on the Apollo missions. As their “moon room” became an increasingly popular attraction for friends and family visiting their home, they were asked to make presentations to local schools.

In 2002, they founded The W Foundation, a non-profit organization dedicated to the public education of the history and future benefits of space exploration through public exhibits of their collection. Many of these items are on permanent display at The Chabot Space & Science Center and The USS Hornet Museum, Pacific Coast Air Museum and The Space Station Museum.

In 2011, they established a new museum called, “The Space Station” in Novato, CA.

Financial History

An early indication that Ken Winans was destined for a career in the investment arena was his avid interest in reading The Wall Street Journal as a 15-year-old high school student. His parents gave him family heirlooms several hundred years old that were financial in nature.

The extensive collection includes an Edison ticker tape, stock certificates signed by John Rockefeller, Colonial real estate deeds, and bond indentures once owned by Andrew Carnegie has been obtained throughout his career. Many of these items are on permanent display at The Museum of American Finance in New York and at the San Francisco Business Exhibit in the CFA Society office in San Francisco.

Personal & Pedigree

Ken and his wife, Debbie, are long-time residents of the San Francisco area. In his spare time, Ken rides motorcycles, scuba dives, plays tennis and ski races in the U.S. Ski Association’s Masters Program. Due to his on-going community service, Mr. Winans was selected by the U.S. Navy for a 45-minute flight in a Blue Angel F/A-18 Hornet supersonic fighter plane in 2009.

Mr. Winans is a direct descendant from one of America’s oldest families. He is a 12th generation American whose Dutch family first arrived and established colonies in New York and New Jersey in the 1600s. The Winans family coat of arms dates back to 900 AD. Several of his ancestors were Founding Fathers and were some of this nation’s first multimillionaires.

His mother’s Swedish family immigrated to California in the 1850s and soon became national leaders in science, architecture, agriculture and business. Ken’s descendants were members of the Swedish Royal Court in the 1800s and have a Swedish nobility family number of 2213.

CONTACT KEN

Address:

Ken Winans
504 Redwood Blvd., Suite 320
Novato, CA 94947

Phone:

Phone: (415) 506-3070
Fax: (415) 883-1646
ISDN: (415) 382-8364
Skype: ken.winans

Email:

Ken@WinansIntl.com

Please fill out the form below with your contact information. I will not share your information with other parties without your consent.

First Name:

Last Name:

Phone:

E-Mail:

Check below if you would like your email address to be included in the mailing list for the following:

Winans Investment Newsletter

The Space Station Newsletter

Speaking Appearance Request

KGW Publishing