WINSLOW CAPITAL GROUP, LLC
BRADENTON, FLORIDA

Winslow Capital Group, LLC (WCG) We help institutions make better decisions about how to integrate and streamline a wealth management business Integrating and streamlining platform technologies across the wealth business model Controlling and reducing the manufacturing costs underpinning the wealth product Helping institutions create automation and scale for the business but customization for their clients The Problem we help organizations identify and overcome Every client expects a custom portfolio, and every investment manager wishes to treat each client as an individual. Banks wish to offer a highly tailored client experience with a unique investment solution for each client as a tangible manifestation of good service. For most banks, therein lies the seed of inefficiency: bank trust divisions lack the ability to scale their business models because the work flow involved in customizing each client portfolio is almost entirely manual. In an environment where customization is largely through manual process, there can be no common client experience because each portfolio manager/account administrator becomes an operational island unto himself/herself and creates a different investment process and product for each client. Where there is inconsistency in the application of the investment process, the potential to distribute a commonly manufactured investment discipline is impossible. Once the customization process becomes manual, the ability to operate an efficient business that delivers a consistent investment product with comparable performance results across an entire client base, at scale, is lost. When scale is absent, an inconsistent investment process and low profitability become the unintended symptoms of the problem. finding and making the right vendor choice; We help institutions make better decisions about how to integrate and streamline a wealth management business Integrating and streamlining platform technologies across the wealth business model Controlling and reducing the manufacturing costs underpinning the wealth product Helping institutions create automation and scale for the business but customization for their clients With the current state of technology, Winslow Capital Group, LLC is afforded the opportunity to base its operations in eastern, Maine yet be available to clients when and as needed by phone, teleconference, Internet and e-mail.