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SERVICES

CUSTOMIZED
INVESTMENT SOLUTIONS
FOR ADVISORS

Winthrop Capital Management provides consultants and advisors with the strategies and resources needed to help meet their clients’ investment objectives.

We offer professionally managed fixed income, equity and balanced portfolios that can be tailored based upon your client’s needs, as well as Model Portfolios that are designed to diversify your client's assets at a low cost. We seek to partner with our advisors by providing resources that support and strengthen your client relationships. We offer detailed reporting, as well as economic insights, proposal generation, and proprietary investment research. We are available to you and your clients to provide insight into our strategies, discuss our economic outlook, and answer any questions.

REPORTING

TECHNOLOGY-ENHANCED
PERFORMANCE REPORTING

Our proprietary investment technology, WOMBAT, allows us to generate detailed and custom reports for advisors and their clients. Our report library includes risk analytics, performance, assets under management, attribution, compliance, and more. Reports are delivered on a monthly and quarterly basis and can be accessed through the secure client portal login.

  • Performance Comparison Report
  • Risk Report
  • Model Comparison Report
  • Holdings Report
  • Compliance Report
  • Assets Under Management Report
  • Portfolio Overview Report

WOMBAT’s reports can be generated at the advisor level, with a global view of all accounts, or at the individual level, with reports that can be used in client meetings.

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