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    At Winthrop, we’re proud to partner with mission-driven institutions guided by values that align with ours.

    We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services that maximize global opportunities while ensuring alignment with key business objectives. From blueprint to execution, we’ll help you pursue investment strategies that give you the strength and stability you need to lead your cause, and make a lasting positive impact in the community and around the world.
    Retirement Plan Options

    From self-employed individuals exploring retirement plan options to larger businesses looking to fine-tune employee benefits, our consultants work with clients of all sizes to develop retirement plan strategies that best fit their business.

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    Endowment Management

    With your investment policy statement as our guide, we’ll align your portfolio(s) with the goals of your organization—and the causes you care about—to ensure that you make the largest possible impact.

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    Nonprofit organizations account for 5-10 percent of the United States’ economy and about 10 percent of U.S. employment.

    –Stanford Social Innovation Review