Artificial Intelligence Analyzes. Adaptive Implementation™ Acts.
Who Is WIN? The WIN Difference
What Sets WIN Apart?
Through EdgeTech Analytics and our proprietary Adaptive Implementation™ methodology, WIN Portfolios delivers:- Continuous Market Monitoring – Evaluating evolving market conditions and investment trends.
- Extensive Market Coverage – Tracking more than 1 million securities daily.
- Volatility Intelligence – Identifying market shifts and changing risk environments.
- Tactical Investment Signals – Generating data-driven insights to guide portfolio positioning.
- Defensive Strategies – Identifying conditions that may warrant risk-reduction measures.
- Responsive Portfolio Management – Supporting timely, disciplined adjustments as market conditions change.
The WIN Difference:
We bridge the gap between quantitative analysis and investment execution, equipping financial advisors with a systematic, adaptive approach to navigating today's dynamic markets.
WIN Portfolios Powered by EdgeTech Analytics
Who We Are
Powered by EdgeTech Analytics, founded in 2007 with core technology licensed since 2002, our approach brings decades of mathematical research, systematic investment analysis, and institutional discipline to modern portfolio management.
Experience, Technology & Institutional Strength
- Institutional Infrastructure – Advanced investment technology designed to support sophisticated portfolio management strategies.
- Adaptive Intelligence – Quantitative analytics that continuously evaluate market conditions and inform tactical investment decisions.
- Established Technology – Core investment technology licensed since 2002, supported by EdgeTech Analytics' continued development and innovation.
- Significant Market Presence – Approximately $2.5 billion in assets under administration at EdgeTech Analytics.
- Professional Market Reach – Technology utilized across broker-dealers, Registered Investment Advisors (RIAs), asset managers, and institutional wealth platforms.
- Sophisticated Wealth Solutions – Investment capabilities designed to support family offices, ultra-high-net-worth investors, and multigenerational wealth strategies.
The Experience Behind the Innovation
Meet the Team!
WIN Portfolios — Business Development
SHANNON BRITT
Shannon served in various Bank management roles for thirty-four years. His service included working with Money Concepts to establish successful bank-based wealth management solution centers in multiple banks. Shannon joined Money Concepts in 2017 to further this development and assist with advisor recruitment. In November 2019, he assumed the role of leading Business Development at WIN Advisors.
Shannon works with Money Concepts Advisors to educate and provide materials for their clients. Additionally, Shannon collaborates closely with EdgeTech Analytics to deliver updates and enhancements to WIN Portfolios.
Shannon can be reached at (636) 925-3000 or via email at [email protected].
EdgeTech Analytics — President
DREW HARPEL
Drew always shows reverence for those who break down complex concepts into their most fundamental elements, whether they are athletes, musicians, mathematicians, or inventors. — Rebuilding them in ways never seen or thought of before. He and the EdgeTech team are passionate about sharing these unconventional approaches to the investment technology space and directly to advisors and clients.
Working closely with both the development and distribution teams, Drew oversees implementation for all EdgeTech partnerships. Nearly a decade in the fin-tech area has taught Drew that no two advisors or clients are the same. Each comes with its own unique set of opportunities. Finding creative and effective solutions for advisors can only be accomplished by leveraging technology, which is at the heart of what Drew does every day.
Drew can be reached at [email protected].
EdgeTech Analytics — Founder & CEO
AL SCOFIELD
Al is a forty-year securities industry veteran and has owned his investment advisory firm for thirty years (Scofield & Company, LLC). He holds his Series 1, 7, 24, and 63 securities licenses.
Originally a steelworker with Republic Steel, Al soon followed his passion into the securities industry, building lasting relationships with clients and colleagues. His colleagues inquired about his management methodology, prompting Al to consider the business viability of his algorithmic technical analysis. Al founded EdgeTech to help other advisers manage portfolios actively and intelligently.
As the President and owner of EdgeTech, Al serves as the driving force for innovation and growth. Al is in constant communication with EdgeTech's in-house developers regarding ongoing software improvements. He regularly works with WIN Advisors to maximize the value inherent in EdgeTech’s software.
Al can be reached at [email protected].
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