For over 100 years, Villere & Co. has crafted customized investment solutions for high net worth individuals and institutional investors with a commitment to highly personal service. We invest selectively and independently, using an active, concentrated portfolio strategy. We consistently apply a disciplined, proven investment process, refined over decades and tested in virtually every market environment.
We offer actively managed account solutions to help meet your investment goals. The separately managed accounts are available exclusively to high net worth individuals and institutional investors who want personalized service and a high degree of portfolio customization. If you're looking for personalization, transparency, and tax efficiency, consider an SMA.
We offer actively managed account solutions to help meet your investment goals. The separately managed accounts are available exclusively to high net worth individuals and institutional investors who want personalized service and a high degree of portfolio customization. If you're looking for personalization, transparency, and tax efficiency, consider an SMA.
Services
Villere & Co. is a registered investment adviser and manages $2 billion in equity and fixed income strategies for high net-worth individuals, families, and institutional clients through customized managed accounts and mutual funds. From our headquarters in New Orleans, four generations of the Villere family have continuously served clients since 1911.
Through our separately managed accounts (SMAs), we offer you the ability to hold individual securities and customize the portfolio based on your specific needs. It's a personalized solution to help meet your goals, backed by Villere's exceptional service and support. We manage SMA portfolios on a discretionary basis for select investors with a $1,000,000 account minimum.
The Villere Funds give you access to Villere's investment approach and time-tested strategies in a mutual fund. We introduced the Villere Balanced Fund in 1999 and the Villere Equity Fund in 2013 in direct response to recurring requests from our high net worth clients to extend Villere's investment discipline to more investors with a lower-minimum account option.
The Villere Balanced Fund seeks to achieve long-term capital growth consistent with preservation of capital and balanced by current income. The Balanced Fund invests primarily in small- and mid-cap companies through an active and selective investment approach, creating a concentrated equity portfolio of Villere's 20-30 best ideas.
We invest selectively. We've built our reputation on spotting under-the-radar companies with potential for growth. Villere & Co. manages $2 billion in equity and fixed income strategies in-house for high net-worth individual investors, multi-generational families, and institutional clients. Our family-based firm, located in New Orleans, has partnered with high net worth individuals and families for more than 100 years.
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