Douglass Winthrop Advisors LLC

We seek to protect and grow capital, long term.

General Information
Company Name
Douglass Winthrop Advisors LLC
Founded Year
2000
Location (Offices)
United States +3
Founders / Decision Makers
Number of Employees
35
Industries
Finance, Financial Services
Funding Stage
Corporate Round
Social Media

Douglass Winthrop Advisors LLC - Company Profile

Douglass Winthrop Advisors LLC is an SEC registered investment advisor based in New York City. As of December 31, 2023, the firm manages over $5.0 billion for individuals, families, trusts, and endowments. Owned and managed by its principals, the firm's primary focus is to grow and preserve its clients' capital through long-only equity and balanced accounts. The company's philosophy revolves around long-term ownership of high-quality stocks and bonds, aiming to compound and preserve wealth. With an average holding period of three to five years, their portfolios typically consist of 25 to 30 stocks, employing the principles of value investing as the foundation for their approach to portfolio management. Their investment strategy involves selecting companies with near-permanent advantages from brand, industry leadership, or economies of scale that increase the chances for success even in times of stress. The firm's approach aims to minimize the risk of capital loss while achieving superior results. Douglass Winthrop Advisors offers wealth management advice tailored to the individual needs, objectives, and risk tolerance of each client, with a simple and fair fee structure. Their commitment to keeping their goals aligned with those of their clients at all times underscores their dedication to protecting and growing capital long term. Founded in 2000, Douglass Winthrop Advisors operates primarily in the Finance and Financial Services industries, with a strong focus on personalized wealth management and long-term capital growth. Overall, Douglass Winthrop Advisors LLC demonstrates a clear commitment to long-term investment and wealth management, with a focus on preserving and growing the capital of their clients.

Funding Rounds & Investors of Douglass Winthrop Advisors LLC (0)

View All

There is no investment information

Latest News of Douglass Winthrop Advisors LLC

View All

No recent news or press coverage available for Douglass Winthrop Advisors LLC.

Similar Companies to Douglass Winthrop Advisors LLC

View All
Pax World Management - Similar company to Douglass Winthrop Advisors LLC
Pax World Management Empowering client growth through tailored equity and fixed income strategies.
Southport Capital - Similar company to Douglass Winthrop Advisors LLC
Southport Capital Charting the Course for your Wealth Management, Protection & Preservation
ARTE Capital Management - Similar company to Douglass Winthrop Advisors LLC
ARTE Capital Management ARTE Capital uses a disciplined approach to bring non-correlated and superior risk-adjusted returns to its investors.
Compass Capital Management, Inc. - Similar company to Douglass Winthrop Advisors LLC
Compass Capital Management, Inc. Investment management firm focused on helping individuals and institutions build customized portfolios.