At William Blair, portfolio management is a process. Through long-term relationships and a continuing dialogue with our clients, we seek to deliver wealth-management strategies that are responsive to evolving market conditions and changes in our clients’ lives.

Our financial advisors meet directly with clients to help them articulate their goals and create an asset-allocation strategy designed to achieve those objectives. Each portfolio is built on detailed knowledge of the client’s financial situation:

  • Retirement planning
  • Education funding
  • Wealth-transfer objectives
  • Risk tolerance
  • Cash-flow needs (Bank Deposit Sweep Program – BDSP)
  • Time frame
  • Philanthropic goals
  • Tax profile

Our clients also have the opportunity to invest directly in IPOs, follow-on offerings, and bonds underwritten by the firm's investment banking unit.