Small business owners must take on many roles to be successful in the operations of their services. A single proprietor may be acting in what could be five different roles in a larger company. Though the fundamental lesson of economics is that specialization aids in progress, many small businesses defy this by working relentlessly hard to cut costs and grow their business. Therefore, being a “small” business could be seen as an advantageous position and not one of detriment, since it gives you as a business owner, more agency over your own venture.

This autonomy over your passion to serve your clients or create your product is the mark of true entrepreneurship, and where we’d like to step in is to not take any of that passion away, but to provide more room and opportunity for you to grow financially. In allocating part of profits to investment advising or retirement planning you can not only prudently allocate your hard-earned profits but take care of the future for you and your employees.

IMPORTANT NOTICE:
You are now leaving the website of Duncan Williams Asset Management (“DWAM”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through DWAM.  DWAM is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab.  Schwab has no responsibility for the content of DWAM’s website.  This link to the Institutional Intelligent Portfolio website should not be considered to be either a recommendation by SPT or a solicitation of any offer to purchase or sell any security.


Use HRX6 for the Advisor Program Key when creating your account.

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