At Winthrop Capital Management, we have extensive experience working with institutional portfolios including foundations, endowments, pension funds, Taft-Hartley plans, defined contribution plans, corporations and insurance companies. Our experience includes the asset management of fixed income and equity portfolios, asset allocation, manager search and selection, risk definition, risk management, performance measurement and policy review.

We work with both the staff and trustees to ensure the proper stewardship of the organization including the investment portfolio. We believe that it is only with consistent stewardship of the entire organization that the fiduciary responsibility and oversight of the portfolio can be realized. We will assist staff with the risk assessment, help to implement strategies that are designed to achieve investment objectives, and work within the specific risk elements defined by your organization.

In addition, we believe in a best practice of working with a team of advisors in order to deliver both accountability and divergent views to each client. We believe in complete transparency of fees and conflicts of interest which exist in the businesses of brokerage, investment management and banking.