CEO Today USA Awards

Kenneth G. Winans is a successful investment management entrepreneur, a world-renowned author and an active philanthropist. He is the Founder, President andChief Investment Officer of the top-ranked investment management & research firm, Winans Investments. Below, we speak with Kenneth about what should people invest in during a pandemic and we hear more about his company. 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 17 honors in International Book Contests. “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 startedWinans 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. KenWinans President Winans Investments, Capital Management & Research 13 CEO TODAY USA AWARDS 2020 www.WinansInvestments.com