What We Do
Wintergreen Investment Management & Research prepares investment opinions for institutions and families through Wintergreen’s proprietary research methodology. The cornerstone of Wintergreen’s foundation is a focus on and determination for client success.
We formalize investment selection process to ensure that the advanced vetting of investments meet client mandates and parameters. With experience in and diligent focus on domestic publicly traded companies in most market capitalizations, we provide a broad-based service. We conduct fundamental research based on historical and projected measures of value, growth potential, and risk factors.
By delivering outsourced independent thought leadership to clients’ internal teams, we provide new insight and ideas. We work with you and debate investment worthiness and decipher company operations. We provide ranked holdings accordingly to create a dynamic buy-list. We screen quantitatively without exclusion U.S traded stocks and fundamentally recommend the best ones.
WE WANT TO EXCEED YOUR EXPECTATIONS.
We customize our research capabilities to fit your needs and budget. We can customize our focus with respect to scope and term to uniquely structure the right fit for you.
