Winthrop Capital Management offers multiple income-oriented strategies. We manage taxable and tax-exempt strategies as well as portfolios customized to meet specific client liabilities or unique circumstances. We build these portfolios from the bottom up, starting at the security level. The portfolios are managed to maximize income and generate strong risk-adjusted returns within the context of our proprietary macroeconomic and interest rate outlook.
We build our portfolios using propriety and independent credit research. We do not rely on the credit rating agencies as these ratings tend to be a lagging indicator of the health of an issuer. We delve deep into the financials, sources of payment, and risks to independently determine the strength of a creditor.
These may be customized to meet specific client needs and obtained through separately managed accounts.