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

Carmel, Indiana – March 18, 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 Q4 2025.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“This recognition reflects our proven, repeatable, and stress-tested investment process, and the disciplined approach our team applies to every portfolio,” said Portfolio Manager Freddy Lavric. “We continue to be grateful for the trust our clients, consultants, and financial advisor partners place in us.”

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.

Core Aggressive Growth

The Winthrop Capital Management Core Aggressive Growth strategy returned 16.24% (gross-of-fees) over the trailing 12-months. 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, 5 Star, & 6 Star Categories – Core Aggressive Growth had one of the top ten returns for the 3-year period ending December 31, 2025, in its respective universe. It 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 had a top ten information ratio for the latest five-year period then became the 6 Star Top Guns.

Core Growth

The Winthrop Capital Management Core Growth strategy returned 15.47% (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.

• 5 Star & 6 Star Categories – 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 top ten returns and information ratios for the latest five-year period.

Core Sector Aggressive Growth

The Winthrop Capital Management Core Sector Aggressive Growth strategy returned 17.08% (gross-of-fees) over the trailing 12-months. This strategy invests in sector ETFs based on our macro-economic view of the economy. Investors may be exposed to an increased degree of market volatility while seeking a greater than average return.

• 3-Year Category – Core Sector Aggressive Growth had one of the top ten returns for the three-year period ending December 31, 2025, in its respective universe.

Core Sector Growth

The Winthrop Capital Management Core Sector Growth strategy returned 18.00% (gross-of-fees) over the trailing 12-months. 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 December 31, 2025, in its respective universe. Additionally, it 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

The Winthrop Capital Management Core Sector Growth & Income strategy returned 13.78% (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 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. It had a top ten information ratio 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 $4.1 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 team at [email protected] or visit our website at www.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.