As part of our initial investment in you, Winthrop Partners takes your initial asset allocation and combines this proposed portfolio with your other income streams, expense requirements, capital flows and timelines in order to determine the likelihood of achieving your investment goals. This initial goal planning and assessment uses a Monte Carlo Simulation that runs 1,000 scenarios based upon various market conditions to determine a confidence interval that your initial plan will be successful.

Once you become a client you can spend the time to create more detailed information and refine your assumptions a more comprehensive and ongoing planning process will take place capital needs.