As part of our initial investment in you, Winthrop Partners takes your initial asset allocation and combines the proposed portfolio with your other income streams, expense requirements, capital flows, and timelines  to determine the likelihood of achieving your investment goals. This initial goal planning and 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.

Once you become a client you can spend the time necessary to compile more detailed information and refine your assumptions. At this point, a more comprehensive and ongoing planning process will take place for your capital needs.