Whether you are just beginning to think about an investment plan or you need advice, Duncan-Williams’ Private Client Group professionals offer the expertise you need, and our Financial Advisors are trained to assist you with all aspects of your financial goals.
A CLIENT-CENTRIC APPROACH
Your Duncan-Williams Financial Advisor works closely with you to understand your concerns before you invest, recommends appropriate solutions to your financial needs and goals, monitors your portfolio over time, and makes periodic recommendations to keep you on track.
As part of your relationship with Duncan-Williams, you can expect your Financial Advisor to apply a four-step approach to guide you along your journey to achieving your financial objectives.
Discover your investment needs, goals and attitudes.
Your relationship with Duncan-Williams begins with a discovery process— an in-depth dialogue with your Financial Advisor to identify your short- and long-term goals, our concerns, the structure of your current holdings and your attitudes toward risk.
Your Financial Advisor can draw on our resources to allocate your assets among investments for growth, income and liquidity.
We can help you get on track toward specific goals, such as retirement or funding an education.
Implement your decisions. Your Financial Advisor has access to resources to aid in achieving your goals.
Our fixed-income professionals uncover opportunities for income, growth and safety through a variety of products including, taxable and tax-free bonds from hundreds of government, corporate and municipal issuers.
Monitor your progress and make adjustments. Your financial needs will change over time. Likewise, conditions in the financial markets tend to shift along with economic cycles and world events.
Your Financial Advisor is committed to ensuring that your investment portfolio adapts to these changing circumstances. Periodic portfolio reviews are designed to make certain that you remain on track toward your goals, and that your investment portfolio is positioned for the opportunities and challenges that lie ahead.