Private Client Advisors

William Blair & Company offers private brokerage to clients interested in discretionary or nondiscretionary management of their assets. Investment professionals use the firm’s award-winning equity research to build customized portfolios for their clients.

Clients benefit from:

  • Custom-designed portfolios based on individual needs and objectives
     
  • A disciplined investment philosophy and a 73-year history of investing in quality growth companies
     
  • William Blair & Company’s proprietary equity research, a well-respected source of excellent long-term investment opportunities, advice, and guidance
     
  • Centralized headquarters
    • Investment professionals have direct and daily interaction with research analysts
    • Strengthens investment professionals' ability to serve clients with enhanced communication and increased execution and operational efficiency
       
  • Experienced investment professionals who average 24 years of experience in the industry and 16 years at William Blair & Company
     
  • William Blair & Company's independence as an employee-owned firm
    • Research analysts are given free rein to research companies that they believe will provide the best investment opportunities
    • Investment professionals are focused on achieving results for their clients

Capabilities Brochure (PDF)

Important Disclosure

Back to top

 

Matt Menna and David Port were recognized in the December 2007 issue of On Wall Street Magazine as two of the “Top 40 Advisors Under 40.” Reps considered for the list have the most assets under management at their firms among advisors under 40, offer comprehensive wealth-management services, are free of compliance problems within the past five years, and for the most part, are the largest asset gatherers at each of the five wire houses and 10 biggest regional broker-dealers.
As of 3/31/08, Private Client Advisors had $8.5 billion in total assets under supervision, a large percentage of which are handled on a discretionary basis.
The department includes 60 investment professionals with an average of 24 years industry experience.
Statement of Financial Condition | NMS Rule 605 and Rule 606 Information | Site Map | Privacy and Security
Copyright © 2008 William Blair & Company, L.L.C.
"William Blair & Company", "William Blair & Company (script)", "R*Docs", and "A Tradition of Growth" are registered trademarks of William Blair & Company, L.L.C.
This site and the content accessible herein are subject to certain disclaimers.