Invest in Longevity.
At Duncan Williams Asset Management, our investment advisors will review your existing investment policy — the purpose of your fund, your objectives and your risk tolerance — as well as your asset allocation. Then we’ll customize a specific approach tailored to your organization’s needs.
Duncan Williams Asset Management provides a variety of financial solutions and services for foundations and endowments, including the following:
- Investment Consulting Service
- Investment Policy Statement Development/Review
- Asset Allocation
- Manager Search and Selection
- Reporting and Performance Measurement
- Analysis of Existing Investments and Investment Process
- Investment Research
- Asset/Liability Modeling
- Participant Plan Services
- Committee/Trustee Education
At Duncan Williams Asset Management, we avoid concentrated risk and let the Investment Policy Statement drive the process. We also limit our number of client relationships to ensure that you receive a high level of individualized service.