You are contemplating entering into a relationship based on trust and expertise. What better way is there for us to earn your trust and demonstrate expertise than to provide you with the key elements of our service up-front, without cost or obligation.
Experience has shown us that more than 90% of the individuals who have taken these initial steps see the value and ultimately become clients. Prospective clients receive: the perspective of a Fiduciary on forming goals and objectives, a portfolio x-ray, a risk assessment and evaluation, initial asset allocation recommendations and an introduction to goal planning and monitoring.
Fiduciary Perspective
A Fiduciary is a person or organization that owes to its clients the duties of good faith and trust. Being a fiduciary involves being bound ethically to act in the client’s best interests.
Portfolio X-Ray
Portfolio X-Ray is a sophisticated analytical tool designed by Morningstar that allows Winthrop Partners to dissect your portfolio and gain a clear view of your holdings and your fees.
Risk Assessment & Evaluation
Financial risk comes in many forms and sizes. During our initial investment in you, we are actively getting to know you, your financial circumstances and your goals and objectives.
Initial Allocation Strategy
Our initial allocation strategy provides the basis for transitions from your existing portfolio to one that is better aligned with your goals and objectives.
Initial Goal Planning & Assessment
Our Initial Goal Planning & Assessment uses a Monte Carlo Simulation that runs 1,000 scenarios based upon various market conditions to determine a confidence interval that your initial plan will be successful.
Investment Policy Statement
The final part of Winthrop Partners Initial Investment in you is the first draft of Your Investment Policy Statement. This statement provides a personalized guide to how we will work with you doing forward.