Douglass Winthrop

Client is First

Douglass Winthrop Advisors is proud of the strong value proposition its investment management services hold for clients which includes the following attributes.

Experienced Managers

Our principals average over 20 years of professional experience in the investment management, wealth management and investment banking industries.

Tax Efficiency

We understand the importance of enhancing wealth for taxable clients through tax-efficient investing. We work hard to keep our clients' tax bills low by practicing a "buy and hold" strategy. Turnover varies annually, but approximates 25% in any given year.

Equity and Balanced Accounts

We manage equity and balanced accounts for a diverse client base, and have extensive experience structuring accounts to meet a variety of objectives, from capital appreciation to income maximization.

Wealth Management

Douglass Winthrop helps clients review, create and monitor comprehensive wealth management programs, including all aspects of trusts and estate planning. We refer clients to high quality service provider partners in the legal and accounting professions to execute plans, and coordinate with all advisors to ensure consistency.

Transparency and Access

Ongoing consolidation in the investment management, brokerage and banking industries has left clients to struggle for attention from their account managers. We are committed to providing our clients with responsive service and proactive management of their financial affairs. Douglass Winthrop can be trusted to put its clients' interests first and to maintain their privacy at all times.

Simple, Fair Fees

Our clients know what they own at all times through monthly and quarterly communication, as well as online access to account holdings. All clients are assigned to a partner of the firm for coverage and communication.

Clients are Clients of the Firm

All Douglass Winthrop clients are clients of the firm, rather than a single partner.

Client is first

Douglass Winthrop Advisors is proud of the strong value propositionits investment management services hold for clients which includes the following attributes.

Experienced Managers

Our principals average over 20 years of professional experience in the investment management, wealth management and investment banking industries.

Tax Efficiency

We understand the importance of enhancing wealth for taxable clients through tax-efficient investing. We work hard to keep our clients' tax bills low by practicing a "buy and hold" strategy. Turnover varies annually, but approximates 25% in any given year.

Equity and Balanced Accounts

We manage equity and balanced accounts for a diverse client base, and have extensive experience structuring accounts to meet a variety of objectives, from capital appreciation to income maximization.

Wealth Management

Douglass Winthrop helps clients review, create and monitor comprehensive wealth management programs, including all aspects of trusts and estate planning. We refer clients to high quality service provider partners in the legal and accounting professions to execute plans, and coordinate with all advisors to ensure consistency.

Transparency and Access

Ongoing consolidation in the investment management, brokerage and banking industries has left clients to struggle for attention from their account managers. We are committed to providing our clients with responsive service and proactive management of their financial affairs. Douglass Winthrop can be trusted to put its clients' interests first and to maintain their privacy at all times.

Simple, Fair Fees

Our clients know what they own at all times through monthly and quarterly communication, as well as online access to account holdings. All clients are assigned to a partner of the firm for coverage and communication.

Clients are Clients of the Firm

All Douglass Winthrop clients are clients of the firm, rather than a single partner.