WILLIAMS ASSET MANAGEMENT is a Columbia, Maryland based wealth management and investment advisory firm established in 1994 to provide independent and objective advice to a wide array of affluent individuals and families. OUR PHILOSOPHY... proven and simple A financial plan is only as good as the personal knowledge that goes into building it. At Williams Asset Management, we work hard to develop strong and trusted relationships with our clients. It is our experience that such relationships result in financial plans that are best suited to meet the needs and goals of our clients. Most importantly, at Williams Asset Management we are fiduciaries, which means that with everything we do, we have our client's interests at heart...

FIDUCIARY fi•du•ci•ar•y n. According to Merriam-Webster's Dictionary of Law, a fiduciary is “one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation”. n. According to the Certified Financial Planner Board of Standards, a fiduciary is “one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client”. n. According to NAPFA, “A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest”. If you are not a current client and would like to receive our monthly Market Commentary, please click the button above.

Williams Asset Management 8850 Columbia 100 Parkway Suite 204 Columbia, MD 21045 888.833.9335