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Winthrop Capital Management

Headquartered in CARMEL, IN

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Firm Information

Winthrop Capital Management is an investment advisor based in Carmel, IN. The firm provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. Winthrop Capital Management has over $3.79 billion in regulatory assets under management, serving a diverse range of clients including individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. The firm also participates in a wrap fee program.

Winthrop Capital Management

10201 N ILLINOIS STREET

CARMEL, IN 46290

$3.80B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

WINTHROP CAPITAL MANAGEMENT has a total of 4 branch locations across the country.
location

CARMEL, IN

location

Inianapolis, IN

location

Indianapolis, IN

location

Columbus, OH

Advisors at Winthrop Capital Management

View All 5 Advisors
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Adam C Coons

CFA®, RA

Indianapolis, IN

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Gregory James Hahn

CFA®, RA

CARMEL, IN

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Lance Edward Bertsch

CFA®, RA

Inianapolis, IN

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Sterling Lucas Stone

CFA®, RA

CARMEL, IN

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Keith Hanson

CFA®, RA

CARMEL, IN

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Disclosures

There are no public disclosures for Winthrop Capital Management.

Frequently Asked Questions (7)

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