Winthrop Insurance Solutions

An Innovative, Tech-forward Approach

In 2016, we began building our independent software platform, WOMBAT^™, which enhances the capabilities of our investment team in several ways, including data analysis and trading operations.

WOMBAT^™ also enhances reporting through the WOMBAT^™ RiskScore^™, which analyzes volatility of securities to quantify the level of risk. WOMBAT^™ has supported our internal operations since 2017, and we continue to invest in innovative technology to expand its capabilities. In March of 2018, we launched Winthrop Technology Solutions, LLC as a branch of our firm.

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The Winthrop Culture

“We continually strive to achieve the highest standard of excellence in all that we do. This defines the culture of our firm.”

Gregory J. Hahn, CFA
President & CIO

Independence

As an SEC-registered investment advisory firm, we have a fiduciary duty to put our clients’ interests first. We operate at the highest ethical standards as outlined by the CFA Institute.

Excellence

We are lifetime learners and recognize that we need to continue to learn in order to grow. Every employee strives for excellence in all that he or she does, both within the firm and for our clients.

First-hand Knowledge

We seek to question and analyze to get the truth rather than accept what is provided at face value. Our form of capitalism has evolved over the past decade and will continue to evolve, requiring a higher level of scrutiny when analyzing market data.

Inclusion

All employees are expected to exercise diligence and reasonable basis in forming investment opinions. Our investment process considers the opinions of all members of the team, regardless of the person’s hierarchy. We find value in divergent views because it encourages learning and prevents groupthink.

Process Focused

We are a process-driven team. From the way we construct and manage our portfolios to our internal operations, we believe our processes build efficiency and enable us to deliver high-quality results within expected timeframes.

Accountability

We believe accountability rests with a person-not a committee. Each member of our team has the responsibility to do what’s right for the client, acting as an advocate for their interests.

Our Team

Meet the specialized teams behind our investment strategies and insurance solutions.

Investment Team

Insurance Operations Team

Client Service Team

To contact our Investment Team, please reach out to [email protected].

To contact our Insurance Operations Team, please reach out to [email protected].

To contact our Client Service Team, please reach out to [email protected].

“Winthrop’s commitment to excellence means we go beyond the industry standard, crafting investment programs that incorporate our expertise and technology.”