Portfolio X-Ray is a sophisticated analytical tool designed by Morningstar that allows Winthrop Partners to dissect your portfolio and gain a clear view of your holdings and your fees.

We can evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions, view the stock holdings behind your mutual funds, measure performance against benchmarks and industry indexes, and stay up-to-date on the latest news and corporate actions relating to your holdings.

While the underlying calculations and methodology are quite sophisticated, our graphical representation of results make it easy for even novice investors to better understand how their portfolios are presently structured. To make your portfolio analysis even easier we will provide you a plain-English explanation of our findings so that you can identify areas that might need attention.