Williams Jones & Associates, LLC ("Williams Jones") is a SEC registered investment advisor that provides customized investment management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages over $3.0 billion in equity and fixed income securities and selects outside managers for hedge fund investments.
Williams Jones was founded in April 1988 as the successor to MacKay-Shields Associates. The Firm was established by Fred Williams and Bill Jones as an independent investment management company under the umbrella of the MacKay-Shields Financial Corporation. The Firm has grown exclusively through the recommendations of its clients. Today, we have ten portfolio managers, averaging 27 years of investment experience, who are the key client contacts.
The Firm's investment approach focuses on long-term growth of client capital through proper asset allocation, a blended growth and value equity style and active fixed-income management. The Firm offers a unique blend of traditional and alternative investment products that allows for customization to meet client objectives.