Invested in Success.
Our knowledgeable investment advisors can help you create executive benefits to attract and retain C-level talent, as well as retirement benefits for all of your employees. Duncan Williams Asset Management can also analyze your current retirement plans, looking at performance, investment options, and fees, to reduce your overall expenses and replace underperforming funds with better options.
We’ll identify experienced investment managers, as well as those funds that have reasonable fees and consistent performance.
At Duncan Williams Asset Management, we provide a variety of small business solutions, including the following:
- Business Succession Planning
- Executive Benefit Planning
- New Retirement Plans
- Existing Retirement Plan (401k and 403b) Analysis
- Fund Line-Up
- Fee Analysis
- Retirement Plan (401k and 403b) Consulting
- Investment Policy Statement Development/Review
- Plan Design
- Employee and Employer Education
- Investment Due Diligence
- Performance Measurement/Monitoring
- Fiduciary Services
Duncan Williams Asset Management invests for the long term and seeks to avoid the big mistakes with prudent investing. We also identify experienced investment managers, as well as those funds that have reasonable fees and consistent performance.