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. 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.
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. We combine our expertise and personalized services to deliver strategic and uncompromised recommendations in the best interest of our clients.
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. We combine our expertise and personalized services to deliver strategic and uncompromised recommendations in the best interest of our clients.
Services
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. Each market sector - equities, fixed income and hedge funds - challenges the others to produce high quality risk-adjusted return on total capital.
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $10.2 billion in equity and fixed income securities and selects outside managers for hedge fund investments.
Jones, Jr. is a founder of Williams Jones and serves as Chairman and a Partner of Williams Jones. Previously, Mr. Jones was a Director and Senior Portfolio Manager at Mackay-Shields Associates where he worked from 1982-88. From 1980-82, he was a Vice President and Trust Officer at Chase Manhattan Bank.
Wealth advice begins with understanding our clients' particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments.
We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning.Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience.
We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning.Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience.
Asset Allocation between equity, fixed income, cash and alternative assets for a given portfolio are established to best achieve client goals and meet income requirements. The mix is periodically adjusted based on changes in client needs as well as the changing risk/reward between the various asset classes.
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