Winthrop Capital Management

Winthrop Capital Management, LLC, established in Carmel, IN, offers investment advisory, sub-advisory, and consulting services to various clients, including high net worth individuals and institutional entities. The firm primarily serves clients through financial intermediaries and provides investment management services to clients of other advisors. Winthrop Capital Management offers investment advisory services, portfolio models, sub-advisory services, unified management account programs, private placements, and specialty services tailored to meet client goals and objectives. The firm charges investment advisory fees ranging from 0.10% to 1.50% per annum based on the account size and management strategy employed. Clients have the option for discretionary or non-discretionary management, with a minimum account size generally set at $500,000. Winthrop Capital Management acts as a fiduciary, providing investment advice in the best interest of clients. The firm has a Code of Ethics in place and offers proxy voting services to ensure client interests are prioritized. Additionally, the firm does not accept compensation for the sale of securities and has procedures in place to address trade errors and class action lawsuits.