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Wynn Capital Management specializes in the creation and active management of Exchange Traded Fund portfolios. Our strategy is called "Active Indexing." By using ETFs and Index Funds we create very low cost “passive” portfolios with an average cost basis of 0.20%.  (The average mutual fund has an expense ratio of 1.34%.) Additional savings are gained by using in house money management. While many other firms must farm out their money management we avoid this extra layer of expense by managing the money ourselves.  The net effect is to have a significant, structural, perennial cost advantage over our competition.

In addition to our cost advantage our money manager has unique expertise in many areas including the use of Exchange Traded Funds, equity options hedging and tax efficient portfolios. 

While we do have some knowledge and skills that others don’t possess, in the end it is our discipline and our commitment to do the work that is the difference.  We simply outwork most other firms.

Confirmation of our performance can be found in our current rankings in Money Manager Review (ManagerReview.com):

·         For the 1 year period Wynn Capital Management ranked #92 out of 1,037 managers of all equity styles to land in the top 9%.

·         For the 3 year period Wynn Capital Management was ranked #117 our 975 managers of all equity styles to land in the top 12%.

It is a combination of Knowledge, Discipline and Commitment that can lead to superior performance over time.    

For qualified investors we offer a no obligation analysis of your current investments including you current costs, risks and performance.  For more information about WCM please explore the website or call us at 831-336-4367.


The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Wynn Capital Management, LLC maintains registration. Information associated with this website is believed to be accurate, however, Wynn Capital Management, LLC makes no guarantee to this fact and Wynn Capital Management, LLC has no control over the accuracy of websites found through the links within.


Learn more about our 401k rollover and Roth IRA financial planning services.


Read about my experience as a successful Santa Cruz Investment Advisor.


Discover the financial tools, including Exchange Traded Funds and Equity Options that make WCM a leading Santa Cruz Investment Advisor.

 
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