Williams, Jones & Associates

About The Fund

Williams, Jones & Associates is a wealth management firm that offers investment management services to high net worth private individuals, retirement plans, and non-profit organizations. Established in 1988 and headquartered in New York, the firm endeavors to provide strategic and personalized financial solutions. Their investment philosophy emphasizes long-term growth of client capital, focusing on proper asset allocation, a blended growth and value equity style, and active fixed income management. They pride themselves on being a trusted advisor and acting as a fiduciary to their clients, prioritizing the avoidance of unnecessary risk to preserve and grow wealth. Williams Jones’ portfolios are customized to meet individual financial objectives without adherence to model-based investing, which allows for best in class solutions for clients. They eschew cross-selling or benefiting from third-party financial agreements. Their services include proprietary management of bonds and equities and, when appropriate for the client's goals, recommendations of hedge funds, stock and bond mutual funds, and ETFs. The firm possesses multi-asset class expertise, with a notable research capability that supports their objective of maximizing risk-adjusted returns. The portfolio management team at Williams Jones collectively boasts an average of 35 years of experience in the industry, underscoring their commitment to dedicated client service. They stress the importance of loyalty and are committed to their clients' financial success, often fostering multigenerational client relationships. The firm highlights their operational independence, enabling them to design flexible investment approaches and customized strategies for each client.