Wennco Downshift Strategies
- Founded in 2005, track record back to 1996. CIO Chris Wenner, Founder
- Employee Owned and Operated
- SEC – Registered Investment Advisor
- Roughly $100 mil million under supervision* as of 12/30/2019
- Strategies: SMAs Downshift
- Atlanta, GA
- Contact: Chris Wenner (678) 257-2726
Wennco LLC is an SEC registered investment advisor providing both fully managed and co-managed strategies that focus on generating more consistent returns across all market cycles.
The Wennco Downshift ETF strategy gives advisors a cost-effective solution for retaining equity market exposure with an actively- managed hedging component. The strategy is available to invest on Schwab’s Marketplace platform in an SMA structure.
Downshift was designed to deliver:
- Effective protection during negative markets
- Upside participation in positive markets
- Transparent and liquid holdings
- An easy to understand alternative strategy
- Lower costing than most traditional hedged equity strategies
Our strategies and OCIO capabilities are designed for RIAs, Family Offices, and high-net-worth individuals.