Orchard, NY Office

Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to a variety of clients, including individual and high‑net‑worth investors, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. The firm’s services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, and a subscription planning service that addresses goals such as cash‑flow, education funding, insurance and long‑term care needs.

Winthrop’s investment process combines a top‑down/bottom‑up approach to asset allocation and stock selection, employing individual equities alongside mutual funds and ETFs and using laddered fixed‑income maturities; model allocations described in the brochure range from ultra‑conservative to aggressive growth and include a legacy portfolio program for concentrated positions. The firm conducts ongoing account reviews, coordinates with clients’ estate and tax professionals, and tailors portfolios to client risk tolerance, time horizon and liquidity needs.

The brochure highlights several features that are less common among peers: Winthrop operates as part of affiliated advisors under common control and treats employees of those affiliates as supervised persons, and it discloses the use of endorsements, testimonials and third‑party promoters in its marketing, including arrangements to compensate solicitors with required disclosures. It also discloses an operational relationship with a recommended broker‑dealer that provides custody, trading services and software support used in managing client accounts.