Douglass Winthrop Advisors
Douglass Winthrop Advisors, founded in 1999 by Robert Douglass and Jay Winthrop, manages over $5.5 billion in assets for high-net-worth individuals, families, trusts, and endowments, with offices in New York City, Washington, D.C., and West Palm Beach.
Company History
Douglass Winthrop Advisors was founded in 1999 by Robert Douglass and Jay Winthrop. Initially established to manage assets for high-net-worth individuals, families, trusts, and endowments, the firm has grown significantly over the years. The Washington, D.C. office was opened in 2014, followed by the West Palm Beach office in 2018. As of March 31, 2024, Douglass Winthrop Advisors manages over $5.5 billion in assets.
Founders
Douglass Winthrop Advisors was co-founded by Robert Douglass and Jay Winthrop in 1999. Together, they established the firm with a focus on asset management for high-net-worth individuals, families, trusts, and endowments. Under their leadership, the firm has grown to manage over $5.5 billion in assets and has expanded its presence to multiple cities.
Investment Strategies
Douglass Winthrop Advisors offers two main investment strategies: the DWA Equity Strategy and the DWA Sustainable Equity Strategy. The DWA Equity Strategy, initiated in 1999, invests primarily in US and developed non-US equity securities, aiming for long-term capital appreciation. The DWA Sustainable Equity Strategy, launched in January 2017, focuses on companies that are poised to benefit as the global economy transitions to a low-carbon future.
Locations
Douglass Winthrop Advisors is headquartered in New York City and has additional offices in Washington, D.C., and West Palm Beach. The firm's expansion includes opening the Washington, D.C. office in 2014 and the West Palm Beach office in 2018, broadening its geographical reach.
Asset Management
As of March 31, 2024, Douglass Winthrop Advisors manages over $5.5 billion in assets. The firm adheres to a fiduciary standard, ensuring they always act in the client’s best interest. Clients' assets are held by globally recognized independent custodians. The firm provides clients with quarterly reports that include investment letters, account statements, performance histories, and realized gains and losses reports.