At a Glance
  • Wennco specializes in Hedged Equity and Covered Call Strategies
  • Provides advisors with equity-like return while minimizing effects of market drawdowns
  • Separate account manager founded in 2017
  • Based in Atlanta, GA. CIO Chris Wenner

Wennco

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.

We work with RIAs, Banks, Foundations, Family Offices, Broker-Dealers and individual investors. 

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FACT SHEET

Wennco Downshift Strategies

 

DOWNSHIFT ETF STRATEGY

Performance

Wennco Perfomance Chart