Important Disclosures

Privacy Policy

The Douglass Winthrop Email Optin website and its subdomains (collectively, the “Website”) is published and maintained by Douglass Winthrop. We respect the privacy of each User of the Website.  

If you need information or have any questions or concerns about our Privacy Policy or our use of your Personal Information or wish to review your Personal Information, please contact us at 212 557 7680 or cgcrane@douglasswinthrop.com.

Reporting Policy

I understand that pursuant to my investment management agreement with Douglass Winthrop Advisors, LLC (DWA), I am entitled to receive periodic reports. I understand that I can elect to have these reports delivered to me via email with or without encryption or I can receive paper reports, but that the delivery of paper reports will be delayed. I further understand and agree that:

1. I am an authorized signer of the accounts for which I am making this election.

2. My ongoing consent to receive statements electronically is voluntary and may be withdrawn at any time. I may withdraw consent in writing or via email. Upon cancellation of electronic delivery, I agree that I will no longer have my reports emailed to me and that I will receive paper statements via USPS. 

3. I understand that I will need the latest version of Adobe Acrobat to view electronic reports. I also understand that DWA recommends that I print and/or save a copy of any electronic reports for my records.

4. I agree to maintain a valid, active e-mail address. DWA is not liable for any third-party fees, other legal liability, or any other issues arising from statements sent to an inactive e-mail address.

5. I may request a paper copy of any periodic statement.

Notice Under the Americans With Disabilities Act 

Douglass Winthrop takes accessibility seriously. We are continuously endeavoring to make the Website compliant with Web Content Accessibility Guidelines (WCAG) 2.0 standards.  

If you have any trouble experiencing this site, or have questions or concerns, please call 212 557 7680 or email us at cgcrane@douglasswinthrop.com

By completing this form, you specifically opt-in to receiving your quarterly statements via one of these three methods.

• Send me my statement via email as a PDF – not encrypted
• Send me my statement via email as a PDF – encrypted
• Do not send me my statement this quarter

You can change your delivery preference by calling 212 557 7680 or emailing us at cgcrane@douglasswinthrop.com

Note: Douglass Winthrop’s email encryption is provided by Smarsh. If your email domain supports Transport Layer Security, the encryption/decryption process is automatic. If your email domain does not support Transport Layer Security, you will be required to go through a series of extra steps to open your statement.

If you have any questions about opening your statement, please call  212 557 7680 or email us at cgcrane@douglasswinthrop.com.