William Blair

Custom High-Net-Worth Team, Available Through AssetMark

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The William Blair Custom High-Net-Worth team is dedicated to serving independent financial advisors through the AssetMark channel, providing institutional quality investment management for individuals, families, foundations, and not-for-profit organizations. The team partners with financial advisors to develop and implement tailored portfolios that complement existing financial plans for client relationships over $1 million. 

Using the firm’s primary research, a bottom-up approach is applied when investing in individual securities. While relying heavily on these proprietary strategies at the core of its portfolios, extensive diligence is conducted to provide a select list of external managers to provide complementary satellite strategies. William Blair portfolios are managed with sensitivity to tax implications and rely on global diversification and liquid alternatives to optimize risk/reward characteristics. 

Strategic asset allocations are driven by long-term capital market forecasts, while tactical tilts within portfolios are driven by near-term macro factors. The team relies on multiple inputs during this process, including the firm’s Asset Allocation Committee, Dynamic Allocation Strategies team, and third party research.

Quarterly Commentary

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About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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Our Latest News

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William Blair acted as lead financial advisor to Brightly Software, Inc., a portfolio company of Clearlake Capital Group, L.P., in connection with its pending sale to Siemens AG (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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