Jeremey R. Landskron

Co-Chief Investment Officer at Winch Advisory Services LLC

Jeremey R. Landskron

Jeremey R. Landskron

Co-Chief Investment Officer at Winch Advisory Services LLC

Biography

Mr. Jeremey R. Landskron is a Co-Chief Investment Officer at Winch Advisory Services LLC. He also plays an active role in the design and allocation of client portfolios, and assists the advisors with client accounts. He is Winch Financial’s lead trader and works with CEO Christina Winch to review investment portfolios and make appropriate trades. Among many other client-focused research projects, he analyzes and prepares reports on individual stocks and securities. He is a key member of the Winch Financial investment team. He has over 12 years of experience in the finance industry, including seven years of experience focused on investments.Prior to working for Winch Financial, Mr. Landskron worked at two other investment firms. Mr. Landskron earned a BBA degree in Banking, Finance, & Investments from the University of Wisconsin – Madison.[

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Winch Advisory Services LLC

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Founder at Winch Advisory Services LLC

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President at Winch Advisory Services LLC

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Co-Chief Investment Officer at Winch Advisory Services LLC

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Director of Operations at Winch Advisory Services LLC

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Marketing Director at Winch Advisory Services LLC

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Advisor at Winch Advisory Services LLC

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Investment Analyst at Winch Advisory Services LLC

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Investment Analyst at Winch Advisory Services LLC

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Client Services Specialist at Winch Advisory Services LLC

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Client Services Specialist at Winch Advisory Services LLC

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Jeremey R. Landskron
Co-Chief Investment Officer at Winch Advisory Services LLC
Career History
Co-Chief Investment Officer
Current

Winch Advisory Services tends to invest in the stocks of US large-cap companies in the finance, electronic technology and technology services sectors.The firm's mutual fund, Ginko Multi-Strategy Fund, focuses on diversification, relatively low expenses, transparency and performance. The fund has the ability to take advantage of aggressive investment strategies, as well as move to 100% cash when market conditions warrant. By taking advantage of several strategies that Winch already manages, the fund employs disciplined diversification and offers access to all asset classes and sectors and more than 1500 stocks and bonds from nearly 40 countries.Winch's Monday fund employs a proprietary quantitative trading strategy that focuses on low priced individual stocks with high liquidity, that have the potential for capital appreciation over that of the general market. Risk is managed by keeping positions small (initially 1% to 2%) and investing less in down markets. The portfolio holds up to a maximum of 70 stocks in markets conducive to equities. The portfolio is very well diversified. The portfolio will hold 100% cash, or at times even some inverse funds, when the market is in a significant downward trend. This portfolio is actively managed with trades occurring on a weekly basis, or sometimes more often.The database for the Ultimate portfolio includes only the highest quality funds in all major asset classes and is designed to manage risk by limiting exposure to the most volatile areas of the market. This strategy holds some of the best aggressive funds when the market is in an upward trend and some of the best fixed-income funds at times of market distress. This portfolio invests in some transaction fee mutual funds and some no transaction fee mutual funds. This portfolio is generally analyzed on a monthly basis for any appropriate holding changes; however there will not necessarily be trades that often and under special circumstances it can be traded at other times.Winch's Moderate portfolio is a cost effective portfolio that utilizes quantitative research that dynamically rotates into and out of top broad market investment styles, broad global regions, commodity classes or different fixed-income ETFs. By utilizing a mix of independently diversified ETFs, this strategy obtains access to all sectors, while focusing on the best performing broad market regions. The portfolio generally has three broad ETF holdings. The portfolio is generally analyzed on a monthly basis for any appropriate holding changes; however it can be traded at other times.The Seasons is a quantitative rotational investment strategy that utilizes the American Funds fund family. American Funds take a consistent and conservative long-term approach to managing each of their mutual funds. This strategy is well suited for accounts that are held at American Funds or at brokerages that include American Funds as no transaction fee offerings. The strategy holds some of the more aggressive funds when the market is in an upward trend and more conservative or fixed-income funds at times of market distress. This portfolio is generally analyzed on a monthly basis for any appropriate holding changes; however there will not necessarily be trades that often and it can be traded at other times.

Other Affiliations

Jeremey R. Landskron is affiliated with Winch Advisory Services LLC

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