We work with our institutional clients to craft appropriate investment policy statements and guidelines that reflect the needs of the client and adhere to the institution’s principles and investment goals. We will customize our approach based upon the institution, and we have experience investing for religious organizations.
Our institutional portfolios are managed to generate returns consistent with the stated investment policy objectives. We seek to minimize volatility within the portfolio’s appropriate risk level and allocation requirements.
Winthrop Capital Management builds custom portfolios that match the unique liabilities of our institutional clients. We manage institutional portfolios to generate returns consistent with the stated investment policy objectives and minimize the risk and volatility associated with the allocation required.
For all of our managed institutional portfolios, we provide sophisticated reporting that includes performance attribution and risk metrics for the portfolio. We will meet with key stakeholders and trustees as often as needed.