Douglass Winthrop Advisors LLC

Firm Douglass Winthrop is a New York City based SEC registered investment advisor. As of December 31, 2023 the firm manages more than $5.0 billion for individuals, families, trusts, and endowments. Douglass Winthrop is owned and managed by its principals. We manage long-only equity and balanced accounts that are customized to the individual needs, objectives and risk tolerance of each client. We offer wealth management advice to clients when relevant. Our fee structure is simple and fair, keeping our goals aligned with those of our clients at all times. Our primary objective is to grow and preserve our clients capital. Philosophy We believe long term ownership of high quality stocks and bonds is the best strategy for compounding and preserving wealth. Our portfolios typically have 25 to 30 stocks with an average holding period of three to five years. In balanced portfolios, we invest in high quality corporate, municipal and agency bonds. The principles of value investing underlie...