Winthrop Capital Management offers multiple income-oriented strategies. These may be customized to meet specific client needs and obtained through separately managed accounts.
- Municipal Bond
- Core Fixed Income
- Intermediate Fixed Income
- Short Duration High Yield
- Ultra-Short Fixed Income
Winthrop Capital Management constructs municipal bond portfolios that are managed to each client’s objectives, income needs, time horizon, risk tolerance and state of residence.
Core Fixed Income
The Core Fixed Income strategy seeks to outperform the Barclays Capital U.S. Aggregate Bond Index by focusing on investments in high quality securities, managing portfolio risk and maintaining a controlled duration discipline.
Intermediate Fixed Income
The Intermediate Fixed Income strategy seeks to outperform the Barclays U.S. Government/Credit 1-5 Yr Index by focusing on investments in high quality securities, managing portfolio risk and maintaining a controlled duration discipline.
Short Duration High Yield
The Short Duration High Yield strategy invests largely in securities that are rated below Baa3/BBB- with the goal of exceeding the Barclay’s Capital U.S. High Yield 1-5 Year over long time frames. This strategy generally invests in high yield securities that have maturities less than five years.
The Tactical Income strategy implements a holistic approach to fixed income management. By tactically allocating across a broad range of fixed income sectors, this strategy attempts to earn a high income oriented return with a moderate level of risk.
Ultra Short Fixed Income
The Ultra-Short Fixed Income strategy offers a higher current yield alternative to short-term investments such as traditional money market funds.