Winten Investment Partners, LLC

Overview

Winten Investment Partners, LLC is an independent, individual‑owned registered investment adviser that runs a compact, fee‑based wealth management practice. The firm focuses on financial planning and discretionary portfolio management for individuals, families and smaller institutional clients. Investment activity is weighted toward liquid public markets—exchange‑traded equities and ETFs are the primary building blocks—while third‑party alternative exposure is limited to real estate and REIT vehicles. Winten charges a percentage of assets under management and does not position itself as a pension consultant, multi‑state adviser, or an active ESG investor. Investment preferences emphasize equity allocations delivered through separately managed accounts and exchange‑traded instruments, supplemented by mutual funds and annuities where client objectives call for income, diversification or insurance features. Given the firm’s size and client base, portfolio construction appears tailored and pragmatic: core ETF exposures for broad market coverage with individual equities used for tactical or client‑specific positions, and modest allocations to real estate/REIT strategies for income and diversification.

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Public Holdings

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Location & Offices