William Blair Custom HNW provides institutional quality investment management for independent financial advisors and end-clients. The team collaborates with 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 the team relies heavily on these proprietary strategies for the core of a portfolio, extensive diligence is conducted to provide a select list of external managers to provide complementary satellite exposure.
Custom HNW portfolios are managed with sensitivity to tax implications and rely on global diversification 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. Inputs are considered from multiple sources during this process, including in-house research analysts, economists, strategists, and financial planners.
