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

Experienced Managers
Douglass Winthrop principals average over 20 years of professional experience in the investment management, wealth management and investment banking industries.

Conflict Free
Investment management is Douglass Winthrop's sole business, therefore we have no conflicts of interest with our clients.

Tax-Efficiency
Douglass Winthrop understands the importance of enhancing wealth 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.

Simple, Fair Fees
Douglass Winthrop charges management fees based on a percentage of assets under management, keeping goals aligned with our clients and avoiding the conflicts inherent with other fee structures.

Equity and Balanced Accounts
Douglass Winthrop manages equity and balanced accounts for a diverse client base, and has 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
Douglass Winthrop 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.

Service, Trust and Discretion
Ongoing consolidation in the investment management, brokerage and banking industries has left clients to struggle for attention from their account managers. Douglass Winthrop is committed to providing its 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.

Clients are Clients of the Firm
All DWA clients are clients of the firm, not a single partner.