Investment management
Manages equity and balanced portfolios using a quality value strategy.
Douglass Winthrop Advisors
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About Douglass Winthrop Advisors
Investment management and wealth planning are the core services offered to individuals, families, trusts, and endowments. Advisors work with clients to understand their goals and priorities, manage portfolios, explain investment decisions and risks, and plan for future generations. The firm manages equity and balanced portfolios using a quality value strategy, with a concentrated, long-term approach to investing in businesses. Wealth planning connects portfolio decisions with clients' future goals and priorities. Douglass Winthrop Advisors is an SEC-registered investment advisor founded in 1999. It is headquartered in New York City, with additional offices in Washington, D.C., and West Palm Beach.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Wealth planning
Connects portfolio decisions with goals and future priorities.
Long-term investing
Uses a concentrated approach focused on quality businesses.
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