Williams Jones was established in 1988 as a privately-owned, independent, SEC registered investment advisory firm. The Firm currently manages $7.7 billion in client assets.
We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers.
We manage each portfolio separately according to a client's unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts.
Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives.
We utilize sophisticated portfolio management, research, trading and client reporting systems.
The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.