Invested in Longevity.


Duncan Williams Asset Management wants to help you do what you do best.

Hudson Atkins

non-profit

Your money is allocated for something special. We want to help you achieve your mission while being a good steward of your funding and your organization’s future.

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.

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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