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

Carmel, Indiana – September 14, 2026 – Winthrop Capital Management 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 2Q 2026. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“This recognition highlights the strength of our proven investment process and the dedication of our team. Most importantly, it reinforces our unwavering commitment to our clients, who remain our singular focus. We are committed to delivering exceptional client service and thoughtful, tailored investment solutions designed to meet each client’s unique investment objectives,” said Michael Hoover, Managing Director and Head of Business Development.

Through a combination of PSN’s proprietary performance screens, the PSN Top Guns program recognizes products across six proprietary categories and more than 75 investment universes, based on consistent performance over time.

“The second quarter tested even seasoned professionals, as markets shifted from early optimism to a more challenging environment that caught many portfolios off guard. What distinguishes these winners is their disciplined approach and ability to navigate uncertainty with conviction. They positioned portfolios with precision and delivered standout results when it counted most,” says President and CEO of YCharts, Sean Brown. “As we look ahead, we’re more excited than ever about the future of the SMA space. Our PSN Top Guns winners are leading the way in demonstrating what’s possible when skill meets the right investment vehicle. We’re committed to supporting this growth and helping investors and advisors connect with the exceptional talent that can deliver meaningful outcomes for their clients.”

Ultra-Short Fixed Income

The Winthrop Capital Management Ultra-Short Fixed Income strategy returned 4.50% (gross-of-fees) over the trailing 12 months, relative to the Bloomberg Short-term Government/ Corporate which had a return of 3.97% during the same period. The strategy is designed to provide liquidity and principal preservation, but with more emphasis on seeking returns that are superior to traditional money market offerings.

• 1- Quarter, 1-Year, & 3-Year Categories – Ultra-Short Fixed Income had one of the top ten returns for the three-month, one-year, and three-year period ending June 30, 2026, in its respective universe.

Ultra-Short Fixed Income with Equity

The Winthrop Capital Management Ultra-Short Fixed Income with Equity strategy returned 7.52% (gross-of-fees) over the trailing 12 months, relative to the Bloomberg 1-5 Year Government/ Credit which had a return of 3.97% during the same period. This strategy invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, high yield bonds, and equity securities.

• 1-Quarter, 1-Year, & 3-Year Categories – Ultra-Short Fixed Income with Equity had one of the top ten returns for the three-month, one-year, and three-year period ending June 30, 2026, in its respective universe.

Intermediate Aggregate Fixed Income

The Winthrop Capital Management Intermediate Aggregate Fixed Income strategy returned 3.59% (gross-of-fees) over the trailing 12 months. This strategy seeks to outperform the Bloomberg Intermediate U.S. Aggregate by focusing on investments in high-quality securities, managing portfolio risk, and maintaining a controlled duration discipline. The strategy invests in investment-grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, and high yield bonds.

• 4-Star, 5-Star, and 6-Star Categories – Intermediate Aggregate Fixed 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 top ten returns for the latest three-year period and ranked among the top ten information ratios for the latest five-year period.

Core Fixed Income

The Winthrop Capital Management Core Fixed Income strategy returned 3.55% (gross-of-fees) over the trailing 12 months. This strategy invests in all major investment grade sectors of the bond market including U.S. government securities, corporate bonds, municipal bonds, mortgage-backed securities, and other structured securities.

• 1-Quarter Category – Core Fixed Income had one of the top ten returns for the three-year period ending June 30, 2026, in its respective universe.

Corporate Bond Ladder 1-15 Years

The Winthrop Capital Management Corporate Bond Ladder 1-15 Year strategy seeks to deliver income opportunities while preserving capital and reducing interest rate risk by investing in laddered corporate bonds and maintaining a controlled duration discipline. The strategy invests in a diversified portfolio of credit monitored investment-grade corporate securities with equally weighted maturities across varying time frames.

• 1-Year & 4 Star Category – Corporate Bond Ladder 1-15 Years 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 one of the top ten returns for the latest three-year period.

Core Aggressive Growth

The Winthrop Capital Management Core Aggressive Growth strategy returned 20.59% (gross-of-fees) over the trailing 12 months. 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, 5-Star, & 6 Star Categories – Core Aggressive Growth 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 top ten returns for the latest three-year period and ranked among the top ten information ratios for the latest five-year period. The strategy also had one of the top ten returns for the three-year period ending June 30, 2026, in its respective universe.

Core Growth

The Winthrop Capital Management Core Growth strategy returned 17.94% (gross-of-fees) over the trailing 12 months. Investors in this strategy may be exposed to an increased degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 6 Star Category – Core Growth 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. The strategy ranked among the top ten information ratios for the latest five-year period.

Core Sector Growth & Income

The Winthrop Capital Management Core Sector Growth & Income strategy returned 18.04% (gross-of-fees) over the trailing 12 months relative to the blended benchmark of 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit, which had a return of 15.38%. Investors in this strategy may be exposed to an increased degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 6 Star Category – Core Sector 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. The strategy ranked among the top ten information ratios for the latest five-year period.

About Winthrop Capital Management

Founded in 2007, Winthrop Capital Management is an SEC-registered investment advisor specializing in fixed income, equity, and insurance portfolio management. We partner with institutions, insurance companies, investment consultants, and financial advisors to deliver strategies tailored to each client’s unique objectives.

With over $3.7 billion in assets under management, we have extensive experience serving Taft-Hartley plans, public funds, corporations, foundations, endowments, insurance companies, captive insurance entities, religious institutions, other non-profits, and select high-net-worth investors.

For more information on our various products and services, and how we can tailor them to align with your investment objectives, please contact a member of our client service and sales team at [email protected] or visit our website at winthropcm.com.

About PSN

For more than 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. 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 over 40 Years of Data Including Net and Gross-of-Fee Returns. Zephyr’s PSN produces the PSN Outlook eBook series provides insight and trends about the SMA industry. You can view them online here. Visit PSN online to learn more.