At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
February 13, 2020
Winthrop Wealth’s principals and founders started out in the industry with one thing in mind: building multigenerational relationships. Over the past several years, they took on a challenge – reinventing the client experience with an ensemble approach to client engagement. Moving to this model fostered increased teamwork among advisors, allowing them to create more robust client service, but it also opened the company’s eyes to the need for a technology transformation. The firm needed tools that would support advisors and help their team create accurate, consistent, and aesthetically pleasing performance reports for clients.
As the global leader in portfolio reporting software, Addepar is helping Winthrop Wealth to deliver on that objective by providing a turn-key technology solution that can expand easily as the company grows.
Featuring: Max Winthrop, Chief Executive Officer and Michael Banchick, Chief Technology Officer