Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

Carmel, Indiana – June 16, 2025 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2025.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Winthrop achieved PSN Top Guns status for the following model portfolio strategies for 1Q 2025.

Core Aggressive Growth

WCM’s Core Aggressive Growth strategy had a gross return of 7.78% in the one-year period ending March 31, 2025, relative to the benchmark MSCI ACWI Index, which had a return of 7.15% during the same time. The objective of WCM’s Core Aggressive Growth strategy is to maximize long-term capital appreciation. This strategy will likely contain a higher percentage of equities and may also feature bonds, mutual funds, exchange traded funds, and alternative investments that meet the goal of high growth.

• 3-Year & 4- Star Categories – Core Aggressive Growth had one of the top ten returns for the 3-year period ending March 31, 2025, in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods.

Core Growth

WCM’s Core Growth strategy had a gross return of 7.56% in the one-year period ending March 31, 2025, relative to the blended benchmark of 80% MSCI ACWI Index and 20% Bloomberg 1-3 Year Credit which had a return of 7.00% during the same time. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 3-Year & 4- Star Categories – Core Growth had one of the top ten returns for the 3-year period ending March 31, 2025, in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. It had top ten returns for the latest three-year period.

Core Growth & Income

WCM’s Core Growth & Income strategy had a gross return of 7.46% in the one-year period ending March 31, 2025, relative to the blended benchmark of 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit which had a return of 6.81% during the same time. This strategy invests in a fairly consistent mix of stocks and bonds within the portfolio and may also use mutual funds, exchange traded funds, and alternative investments the meet the goals of growth, income, and capital preservation.

• 5-Star & 6-Star Categories – had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. It had a top ten information ratio for the latest five-year period.

Core Sector Aggressive Growth

WCM’s Core Sector Aggressive Growth strategy had a gross return of 7.82% in the one-year period ending March 31, 2025, relative to the benchmark of MSCI ACWI Index which had a return of 7.15% during the same time. This strategy invests in sector ETFs based on our macro-economic view of the economy. Investors may be exposed to a significant degree of market volatility while seeking a greater than average return.

• 3-Month & 3-Year Categories – Core Sector Aggressive Growth had one of the top ten returns for the three-month and three-year period ending March 31, 2025, in its respective universe.

Core Sector Growth

WCM’s Core Sector Growth strategy had a gross return of 7.33% in the one-year period ending March 31, 2025, relative to the blended benchmark of 80% MSCI ACWI Index and 20% Bloomberg 1-3 Year Credit which had a return of 7.00% during the same time. Investors in this strategy should have a longer time horizon and some tolerance for volatility.

• 3-Year & 4-Star Categories – Core Sector Growth had one of the top ten returns for the 3-year period ending March 31, 2025, in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods.

Core Sector Growth & Income

WCM’s Core Sector Growth & Income strategy had a gross return of 7.17% in the one-year period ending March 31, 2025, relative to the blended benchmark of 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit which had a return of 6.81% during the same time. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 5-Star & 6-Star Categories – had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. It had a top ten information ratio for the latest five-year period.

Tactical Growth & Income

WCM’s Tactical Growth & Income strategy’s goal is to achieve relatively high capital growth with a moderate level of income while also preserving capital over the long term. This strategy invests in a fairly consistent mix of stocks and bonds within the portfolio and will also use mutual funds, exchange traded funds, and alternative investments that meet the goals of growth, income, and capital preservation.

• 5 Star Category – Tactical Growth & Income had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. It had a top ten return for the latest three-year period.

Income Growth

WCM’s Income Growth strategy seeks to maximize long-term capital appreciation. This strategy will likely contain a higher percentage of equities and may also feature bonds, mutual funds, exchange traded funds, and alternative investments that meet the goal of high growth.

• 3-Month & 1-Year Categories – Income Growth had one of the top ten returns for the three-month and one-year periods ending March 31, 2025, in its respective universe.

About Winthrop Capital Management

Winthrop Capital Management is an SEC registered investment advisor with expertise in the management of fixed income and equity portfolios. WCM specializes in working with foundations, endowments, insurance companies, corporations, individuals, and pension funds. We believe that a disciplined portfolio structuring process, combined with strict relative value measurement and risk assessment, results in superior performance with a controlled level of risk. For more information about our investment philosophy and products, visit www.winthropcm.com

About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at [email protected]. Visit PSN online to learn more.