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  • Who We Are
    • Welcome From Our Chairman
    • Firm Overview
    • Our Philosophy
    • Management Team
  • What We Do
    • Wealth Management
    • Investment Management
    • Financial Planning
  • Our Value
    • What Sets Us Apart
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Who We Are

Our commitment is to execute solutions across market sectors in changing and challenging environments without ever losing sight of the fiduciary role we play in our clients’ financial lives.

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Working Together

One good measure of our success has been the willingness of many of our long-term clients to speak for us about their experience with Williams Jones.

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Our Philosophy

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.

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What We Do

We combine our expertise and personalized services to deliver strategic and uncompromised recommendations in the best interest of our clients.

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Wealth Management

When you’ve been serving wealthy clients for three decades, there are few wealth management challenges you haven’t seen – or solved.

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Investment Management

Unlike traditional money managers, Williams Jones offers expertise in multiple asset classes and a broad intelligence pipeline for investment research.

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Financial Planning

Each client is unique and our comprehensive approach places our clients at the forefront of the planning process in order to develop and implement the best solutions for their needs.

Each client works directly with a seasoned portfolio manager.
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Our Value

With so many options of wealth managers in the marketplace, let Williams Jones demonstrate what sets us apart.

 

We Are Your Trusted Advisor and Fiduciary

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.

 

Preserving and Growing Client Wealth Since 1988

Williams Jones’ overall investment approach to portfolios has always been to meet our clients’ long-term financial objectives without assuming unnecessary risk.

 

Loyalty and Commitment to Our Clients

Complete loyalty and ultimate commitment to our clients is, and always has been, central to our Firm’s mission.

 

Customized and Tailored Solutions to Meet Your Comprehensive Needs

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.

 

Multi-Asset Class Expertise with Extensive Research Capabilities

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.

 

35 Years Average Experience of Portfolio Managers

Our portfolio management team is made up of professionals who have made a life-long commitment to the industry and, most importantly, their clients.

We Are Your Trusted Advisor and Fiduciary

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.

Preserving and Growing Client Wealth Since 1988

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.

Customized and Tailored Solutions to Meet Your Comprehensive Needs

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.

Multi-Asset Class Expertise with Extensive Research Capabilities

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.

35 Years Average Experience of Portfolio Managers

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. 

Loyalty and Commitment to Our Clients

Complete loyalty and ultimate commitment to our clients is, and always has been, central to our Firm’s mission.  The financial success of the partners of our Firm, including our head of technology and general counsel, is aligned with the success of our clients and, as such, the Firm occupies a central place in their personal and professional lives.

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Management Team

Our portfolio managers average 35 years of experience.
 

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Contact Information

  •  717 Fifth Ave, 11 FL,
              New York, NY 10022
  •   212-935-8750
  •  info@williamsjones.com

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