Williams Jones believes it is a privilege to be entrusted with the management of client capital.  We have always viewed our position in this regard as a fiduciary.  We chose not to be a broker/dealer and instead adopted a non-transitional fee structure which is aligned with client objectives.  Most of our organic growth over the years has come from client referrals and we are engaged with the management of many client children and grandchildren.  To us, this describes the trust our clients have in us and our own sense of success.

Williams Jones’ overall investment approach to portfolios has always been to meet our clients’ long-term financial objectives without assuming unnecessary risk.  Over the past 30 years, through some very difficult periods in the markets, we have placed a priority on capital preservation.  We believe the good times take care of themselves.

Williams Jones does not invest to models.  All client portfolios are managed on a strictly customized basis to meet the individual client’s financial objectives.  Our independence and customized approach allows us to seek best in class solutions for our clients.  We do not cross-sell 3rd party investment products and we are not involved in any 3rd party financial arrangements for our own benefit.  Besides our proprietary equity and fixed income management, we do not take a “must be invested” here approach to investments.  We utilize best of class hedge funds, stock and bond mutual funds and ETFs, when appropriate, to accomplish client objectives.

Our proprietary bond and equity management occupies the core of our value proposition.  We have extensive experience and research resources dedicated to maximizing risk-adjusted return in these core disciplines.  Cash management and 3rd party best of class hedge fund investment are also provided, the latter on an outsourced, non-discretionary basis.  Our independence allows us the flexibility to design our approach and selection process in structuring the investment of portfolios to meet the needs of each client.

With a portfolio management team that averages 35 years of experience and a seasoned support staff, our clients can expect us to deliver optimal client service. Each client relationship is serviced by a portfolio manager and at least one member of our client service team with an average experience of 15 years. Our portfolio management team is made up of professionals who have made a life-long commitment to the industry and, most importantly, their clients. 

Williams Jones is an independent employee-owned firm.  Portfolio managers, financial planners, our head of technology and in-house counsel, CFO, are owners.  Firm ownership is the single most important asset of our individual financial picture.  All owners are bound by an agreement which ensures the Firm will never be subject to liquidity demands which could threaten its continuing independence.