Barry M. Schwartz
Schwartz Public Relations
(212) 677-8700, ext. 118
AUGUST 23, 2018
For Immediate Release:
Sanctuary Wealth Acquires Winthrop Capital Management, a Trusted Name in Institutional and Private Client Investing
Purchase Expands Sanctuary’s Holistic Platform to Serve Breakaway Teams in the Independent Market
INDIANAPOLIS, IN, August 23, 2018 – Sanctuary Wealth, a division of 110-year old Noyes Group, has announced the acquisition of Winthrop Capital Management, an Indianapolis-based SEC registered investment advisor specializing in the management of model portfolios, equity, high-grade and high yield fixed income portfolios for institutions and private clients.
“Winthrop’s exceptional portfolio management capabilities, proprietary research, and model portfolio track record advance our platform for our current and future financial advisors,” says Jim Dickson, President and Founder of Sanctuary. “Adding Winthrop signals our commitment to our advisors to deliver a client-centric, best-in-class platform with a deep bench of experience. This addition represents the necessary next step in the evolution of our brand as a premier landing spot for wirehouse advisors looking to enhance and customize their client experience.”
Founded in 2007 by Greg Hahn, President and Chief Investment Officer (CIO), Winthrop Capital Management is an employee-owned firm with almost $1 billion in AUM. Winthrop offers multiple income-oriented strategies, managing taxable and tax-exempt strategies as well as model portfolios customized to meet specific client goals or unique circumstances. Dedication to a high standard of excellence is a cornerstone of the firm, evident in its significant growth both in assets and clients over the past ten years. “Joining Sanctuary is a tremendous opportunity to take our business even further,” says Hahn. “We look forward to offering Sanctuary’s financial advisor partners and their clients the benefits of our highly valued proprietary analytic tools, as well as helping advisors deliver positive client outcomes.”
Hahn has been named the Chief Investment Officer for Noyes Group and will lead the newly formed Investment Solutions Division for Sanctuary Wealth. He has also been named to the Sanctuary Wealth Board of Directors.
“Adding Winthrop Capital Management enhances our advisors’ access to both outstanding investment management and a highly-respected Chief Investment Officer,” adds Matthew Reynolds, Chief Operating Officer. “Our advisors needed a first-rate platform, and Greg’s gifted and technologically adept team helps us deliver that.”
About Sanctuary Wealth
Sanctuary Wealth brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate as fiduciaries, maintaining their clients’ best interests as their primary focus. Partnered independence ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this employee-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
250 W. 96th Street, Suite 300
Indianapolis, IN 46260