Santa Cruz Investment Advisor
There’s a Better Way to Invest
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CONTACT US

Wynn Capital Management
999 Valley View Road
Ben Lomond, CA 95005
Office: 831.336.4367
Email

At Wynn Capital Management we believe
There’s a Better Way to invest.

It is important to understand that most investment advisors and planners are “relationship managers” that gather assets and then outsource the management of the assets to mutual fund managers.

In contrast, WCM creates, implements and manages custom portfolios for our clients. By directly managing the assets ourselves we can reduce the cost of investing for our clients.

Our portfolios have very low expense ratios, great liquidity and tax efficiency. In addition we use our 30 years of options trading experience to offer advanced hedging, risk management and income opportunities.

The financial services industry is very profitable but it does not serve investors very well.

We think There’s a Better Way.

Whether you are in individual, business or non–profit, we encourage you to learn more about our disciplined investment management process and our exceptional personal service.


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.