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FIND OUT MORE LEARN ABOUT OUR INVESTMENT PROCESS EXPLORE OUR STRATEGIES
FIND OUT MORE LEARN ABOUT OUR INVESTMENT PROCESS EXPLORE OUR STRATEGIES

Winthrop was built on two principles: a disciplined investment process and a continuous pursuit of excellence. Our employees are well trained in their professions and empowered to act on behalf of our clients and with mutual respect for the team.

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THE FOUR PILLARS OF
WINTHROP CAPITAL MANAGEMENT

CUSTOMIZED INVESTMENT
SOLUTIONS

CUSTOMIZED INVESTMENT
SOLUTIONS

We specialize in the management of investment grade and high yield fixed income portfolios that are built to maximize income and generate strong risk-adjusted returns. We manage equity strategies, seeking to invest in undervalued securities.

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RISK
MANAGEMENT

RISK
MANAGEMENT

Our forward-looking approach to risk management sets us apart from others. We seek to create consistent risk-adjusted portfolio returns by analyzing every part of a portfolio and allocating assets based upon their respective risk weight. We utilize proprietary risk models to build portfolios to meet desired investment objectives while minimizing risk.

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DISCIPLINED INVESTMENT
PROCESS

DISCIPLINED INVESTMENT
PROCESS

We believe that building a portfolio by selecting thoroughly researched securities, combined with a disciplined portfolio structuring process, produces superior risk-adjusted returns.

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TECHNOLOGY

TECHNOLOGY

Our independent software platform enhances the capabilities of our investment team in several ways, including data analysis, trading operations, and reporting.

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INNOVATION & PERFORMANCE IS DRIVEN BY OUR PEOPLE & PROCESS.

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