Williams Jones was established in 1988 as a SEC registered investment advisory firm. In 2019, Williams Jones became part of Focus Financial Partners Inc. On August 31, 2023, funds affiliated with Clayton, Dubilier & Rice, LLC ("CD&R") and Stone Point Capital LLC ("Stone Point") completed an acquisition of Focus Financial Partners Inc. ("Focus Inc."). This transaction resulted in funds affiliated with CD&R collectively becoming majority owners of Focus Inc., and funds affiliated with Stone Point collectively becoming owners of Focus Inc. Because Williams Jones is an indirect, wholly owned subsidiary of Focus Inc., the CD&R and Stone Point funds are indirect owners of Williams Jones. As of September 30, 2023, the Firm manages $9.9 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.