Invest with purpose for the
things that matter
Your Life.
Well Planned.
Diversify with alternative investments
Tax-efficient investment portfolios
Seek optimal risk-adjusted performance
Smart Investing for a Better Future
Using both passive and active traditional equity and fixed-income instruments, in combination with exclusive alternative investment managers, our time-tested strategies are designed as all-weather portfolios so you can feel confident that your portfolio is well-diversified and with the aim of turning your dreams into reality.
Strength in Numbers
(as of 02/2024)
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Thoughtfully Crafted Portfolios
Screening
We identify opportunities through an assessment of macro and micro-economic trends and narrow down the investment universe.
Investment Analysis
We analyze investments using objective quantitative statistics and metrics, as well as various qualitative factors.
Fundamental Research
This step focuses on the five Ps – philosophy, process, people, price, and performance – to gain an in-depth understanding of the fund, the manager, or the partnership.
Portfolio Construction
After being thoroughly researched, potential investments are proposed to the investment committee and must stand up to a rigorous review and Q&A process before being added to your portfolio.
Ongoing Monitoring
Your portfolio is monitored and reviewed on an ongoing basis to determine if it is meeting its investment objective. The portfolio will be rebalanced as necessary to keep asset weightings in line with your objectives and risk tolerance.
Investment Opportunities to Fit Your Every Need
Traditional Equity and Fixed Income Investments
To capitalize on markets that are efficient, we believe using low-cost, passive investments can help optimize your portfolio by keeping fees low with an aim of minimizing potential tax consequences and risks. Alternatively, in parts of the market where there are inefficiencies, a skilled, active portfolio manager can capitalize on opportunities beyond the typical index fund.
Stocks
Investing in publicly traded companies can increase the growth potential of your overall portfolio. To properly diversify your investments, we believe any prudent stock portfolio should be invested in large, mid, and small-cap companies from all around the globe.
Bonds
Depending on your risk tolerance, adding bonds to your portfolio can preserve what you’ve worked hard to save while providing a steady income stream. Investing in a combination of corporate, government, and, depending on your tax bracket, municipal bonds, may be part of a diversified fixed-income portfolio.
Alternative Investments
For accredited investors, we can provide access to exclusive private investments typically reserved for endowments, foundations, and ultra-high-net-worth investors. We utilize alternative investments for portfolio diversification and potentially reduce overall investment risk, as they tend to have a low correlation with traditional assets. Alternative investments include top-tier private equity and venture capital managers, private credit, private real estate, and long/short equity to name just a handful of potential investment opportunities.*
*Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, utilizing complex financial derivatives, adverse market forces, regulatory and tax code changes, and illiquidity. There is no assurance that the investment objective will be attained.
I’ve been a client of Williams Asset Management for five years. Brian McKinney, my financial advisor, is knowledgeable, pleasant, and very kind. He considers my current and future financial needs and risk tolerance, and provides personalized advice that I can understand. Brian answers my questions promptly and makes helpful suggestions that add value. I trust him and feel respected. The same is true of all the other staff with whom I’ve interacted. WAM exists to provide clients with financial planning and management, of course, but it is clear to me that customer service is a top priority. I actually enjoy going to my semi-annual check-in meetings because I always learn something. I highly recommend WAM.
My mother was a client of Williams Asset, relying on them to manage her assets in her retirement. She always had good experiences with them. When she passed away, she was able to pass on her estate to my brothers and me. Since receiving my inheritance, I have followed in her footsteps and used Williams Asset to manage my family’s assets as I prepare for my own retirement. Their holistic approach to creating a plan that takes into account all aspects my financial wellbeing has helped give me confidence to look forward to a retirement date that makes sense for me and that should allow for a retirement lifestyle that I can be happy with. My advisors, Tom Watson and John O’Callaghan, have demonstrated great savvy in their financial planning advice. I’m grateful to have found a team that has shown such a great ability to listen to my needs and goals and translate that information into a plan that works for my family and me.
As I approached 35 years as a corporate executive, I was searching for the ideal solution to my family’s financial planning needs—an independent firm that wasn’t tied to large financial institutions, yet had access to sophisticated financial tools and resources. At the same time, I wanted a team small enough to provide personalized guidance and truly understand my goals.
I found exactly that with Williams Asset Management. Their team has consistently provided attentive, customized service and developed financial strategies tailored to my unique objectives. I have been extremely pleased with the level of care, expertise, and responsiveness they offer.
Whether I have a significant financial question, a smaller concern, or simply need advice, I can easily connect with their team and receive thoughtful, timely support. Their commitment to personalized service has made them a trusted partner in helping me achieve my financial goals.
The work you do matters and makes a difference to your clients. We’ve been fortunate to have a long relationship with WAM that has guided us through multiple relocations, the passing of parents, retirement (re-wirement), and college. Thanks for what you and the WAM team does.
Gary and the WAM team went beyond offering investment advice by truly getting to know our family. This friendship truly enabled the WAM team to personalize our navigation through our working years and now into retirement. Consequently, we have met and exceeded our financial goals, we are living our best dreams, and we are secure in our vision for our latter years. Thank you, Gary and WAM!
Switching to Williams Asset Management was truly one of the best moves we’ve ever made. For 5 years prior to the change our retirement accounts had remained flat, but within just one year of joining WAM we saw dramatic improvement. While performance has been excellent, what really sets them apart is their proactive, personal communication. We never have to wonder where we stand; they are always one step ahead, keeping us informed and confident. Now, more than a decade later, the peace of mind that comes from knowing our retirement is secure allows us to enjoy life rather than worry about the markets. If you feel like your financial plan is just spinning its wheels, we can’t recommend this team highly enough.
We have been with Williams Asset Management for approximately 20 years. We are mostly conservative and feel the regular reviews of our accounts is critical in managing our assets. From our viewpoint, this has been an excellent choice in achieving our financial goals.
We didn’t have all of the pieces put together in a clear picture until our engagement. Now we have a clear plan and a path to success.
Brian, Matt and the entire team were very patient and responsive. I feel like they really took the time to know me, my priorities, and my goals. This is exactly the type of relationship with a financial advising team that I was hoping to build.
I learned a lot about the process of planning for our future and our financial plan was professionally presented. I could see where our assets and income will come from to finance our retirement and what important actions need to be taken for the plan to be a success.
We have been clients of Williams Asset Management since 2007, through many life stages. Gary and his team have always been knowledgeable, attentive, diligent and acted in our best interest. We highly recommend the Williams team for investors looking for an experienced fiduciary.
I have been your client for 22 years now, and you have never let me down. I can attribute our very comfortable retirement to you, your very talented associates, your wise advice, and your skillful stewardship of our portfolios. It is so gratifying to see the success and impressive growth of your firm — you maintained that personal touch and feeling of mishpacha. You are the best.
The Advisors of Williams Asset Management are Fiduciaries.
While many advisors will claim to have your best interest at heart, unless they operate as a fiduciary, they are not held to a legal standard to do so. As fiduciaries, the independent investment advisors at Williams Asset Management have a legal and ethical responsibility to serve clients with steadfast integrity and put their client’s interests first.
The role of being a fiduciary not only pertains to our role as your investment advisor but also as your financial planner. Since all advisors at Williams Asset Management are CERTIFIED FINANCIAL PLANNER™ professionals, in addition to the aforementioned Securities and Exchange Commission’s definition of a fiduciary for investment management, we must abide by rules set by the CFP® Board of Standards for financial planning.
Duty of loyalty
Representing trust, integrity, and a fiduciary’s duty to act in the best interests of clients.
Duty of care
Signifying protection and the responsibility to safeguard clients’ interests through careful decision-making and risk management.
Duty of skill, and diligence
Depicting the diligence and timely execution of tasks, emphasizing the importance of being proactive, responsive, and dedicated to clients’ needs.
Client-centered advice
Representing guidance, navigation, and the commitment to provide tailored advice that aligns with clients’ best interests, helping them achieve their financial objectives.
