Winthrop Awarded Q Model

Overview

Winthrop Capital Management (WCM) was named to the PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2025. The PSN Top Guns List is published by Zephyr and is a reference for investors and asset managers.

Winthrop achieved Top Guns status for its model portfolio strategies in 1Q 2025 across multiple categories, based on PSN’s proprietary performance screens across six categories in over 75 universes.

• Core Aggressive Growth — Gross return of 7.78% in the one-year period ending March 31, 2025, vs. MSCI ACWI Index 7.15%. The objective is long-term capital appreciation with a higher allocation to equities and potential inclusion of bonds, mutual funds, ETFs, and alternatives that meet the growth goal.
• Core Growth — Gross return of 7.56% in the one-year period ending March 31, 2025, vs. a blended benchmark of 80% MSCI ACWI Index and 20% Bloomberg 1-3 Year Credit (7.00%). This strategy may involve market volatility as it seeks above-average returns.
• Core Growth & Income — Gross return of 7.46% in the one-year period ending March 31, 2025, vs. a blended benchmark of 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit (6.81%). This strategy targets growth, income, and capital preservation through a mix of stocks, bonds, and alternatives.
• 5-Star & 6-Star Categories — Selection criteria include maintaining an r-squared of 0.80 or greater to the style benchmark over the past five years and top-ten information ratios for the latest five-year period.
• Core Sector Aggressive Growth — Gross return of 7.82% in the one-year period ending March 31, 2025, vs. MSCI ACWI Index 7.15%. This strategy invests in sector ETFs based on macro-economic views and carries typical sector-rotation risks.
• Core Sector Growth — Gross return of 7.33% in the one-year period ending March 31, 2025, vs. 80% MSCI ACWI Index and 20% Bloomberg 1-3 Year Credit (7.00%). A longer time horizon and tolerance for volatility are noted.
• Core Sector Growth & Income — Gross return of 7.17% in the one-year period ending March 31, 2025, vs. 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit (6.81%). Emphasizes growth, income, and capital preservation with a mix of stocks, bonds, and alternatives.
• Tactical Growth & Income — Goal of relatively high capital growth with moderate income while preserving capital over the long term; invested in a mix of stocks, bonds, funds, ETFs, and alternatives to meet growth, income, and preservation goals, with a 5-Star category designation.
• Income Growth — Focus on long-term capital appreciation with a higher allocation to equities and potential inclusion of bonds, mutual funds, ETFs, and alternatives that meet the growth objective; 3-Month & 1-Year performance tracked in PSN universe.

Winthrop Capital Management is an SEC-registered investment adviser with expertise in fixed income and equity portfolios. WCM serves foundations, endowments, insurance companies, corporations, individuals, and pension funds. For information about our investment philosophy and products, visit

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to reach institutional and retail investors. The PSN SMA database includes data from thousands of firms, universes, and products with extensive coverage of holdings, ESG and related metrics. For details on the PSN Top Guns methodology or to purchase PSN Top Guns Reports, contact Robby Resendez at  Visit PSN online to learn more.

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