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Company Overview
Wynn Capital Management specializes in the creation and active management of Exchange Traded Fund portfolios. My strategy is called "Active Indexing." We use tactical allocation, options overwriting, tax loss harvesting and many other strategies to maximize portfolio performance.
I offer these services to individuals, families and businesses. I manage the full range of taxable, retirement, trust and college savings accounts.
So what do I do that is different? I work harder and smarter; I do things that most advisors can't do and I do things that most advisors don't want to do.
Here are some of the things that I do for clients that are not typically offered:
* Choose investments that have a fraction of the cost many investors pay.
* Hedge accounts using options. I am an expert. Most advisors know nothing about options or their uses.
* Monitor all taxable investments for "tax loss harvesting." Most advisors don't have the knowledge or the time to perform this important task for clients.
* Monitor for rebalancing on a daily basis. Through the use of good software and commitment by the advisor your account can be monitored daily instead of quarterly or annually.
* Disclosure of all management fees, expense ratios and trading fees.
* Active management of bond/fixed income assets.
* I watch interest rates and move from long term to short term when appropriate.
* I monitor your retirement contributions and cooperate with your accountant to maximize your contributions and to make them early in the year instead of late.
Our People:
Thomas has been in the investment business since 1981. He has been a professional trader and money manager since 1985.
Thomas is active in the community and is currently:
President San Lorenzo Valley Chamber of Commerce
President of the Ben Lomond Business Association
Thomas is an active member of the Santa Cruz, Aptos, Scotts Valley and Capitola-Soquel Chambers of Commerce. Thomas is a 2006-2007 graduate of Leadership Santa Cruz.
Hector Gonzalez, Manager - Client Services
Beth Lilienthal, Office Manager
I offer these services to individuals, families and businesses. I manage the full range of taxable, retirement, trust and college savings accounts.
So what do I do that is different? I work harder and smarter; I do things that most advisors can't do and I do things that most advisors don't want to do.
Here are some of the things that I do for clients that are not typically offered:
* Choose investments that have a fraction of the cost many investors pay.
* Hedge accounts using options. I am an expert. Most advisors know nothing about options or their uses.
* Monitor all taxable investments for "tax loss harvesting." Most advisors don't have the knowledge or the time to perform this important task for clients.
* Monitor for rebalancing on a daily basis. Through the use of good software and commitment by the advisor your account can be monitored daily instead of quarterly or annually.
* Disclosure of all management fees, expense ratios and trading fees.
* Active management of bond/fixed income assets.
* I watch interest rates and move from long term to short term when appropriate.
* I monitor your retirement contributions and cooperate with your accountant to maximize your contributions and to make them early in the year instead of late.
Our People:
Thomas has been in the investment business since 1981. He has been a professional trader and money manager since 1985.
Thomas is active in the community and is currently:
President San Lorenzo Valley Chamber of Commerce
President of the Ben Lomond Business Association
Thomas is an active member of the Santa Cruz, Aptos, Scotts Valley and Capitola-Soquel Chambers of Commerce. Thomas is a 2006-2007 graduate of Leadership Santa Cruz.
Hector Gonzalez, Manager - Client Services
Beth Lilienthal, Office Manager
Company Summary
Name
Wynn Capital Management, Inc.
Industry
Number of Employees
1-10
Website
Phone
(414) 2769966
Fax
(414) 2761503