teamphoto

William Blair

Custom High-Net-Worth Team, Available Through AssetMark

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.

AssetMark Sales Covereage Map

View our coverage map and contact details
Map of the U.S.

Quarterly Commentary

Quarterly Economic Review and Outlook

View Q2 2021 commentary

Businessman writing at a desk

About William Blair

William Blair is the 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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Thought Leadership

Roth IRA Conversions - A Powerful Wealth Transfer Tool

Converting a traditional IRA to a Roth IRA can be an extremely effective wealth-transfer tool under the right circumstances. Learn about the factors to consider in deciding whether a Roth conversion makes sense for you.

Spouse Lifetime Access Trust

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs. The trustee of the trust is authorized to make distributions to the grantor’s spouse, during the spouse’s lifetime, should the need arise.

Inspiring Philanthropy Across Generations

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

William Blair News

William Blair Advises Wayne Farms LLC

William Blair acted as the exclusive financial advisor to Wayne Farms, Continental Grain, and Cargill in connection with the sale of its poultry production facility located in Laurel, Mississippi.

Building Engines Has Agreed to be Acquired by JLL

William Blair acted as exclusive financial advisor to Building Engines, Inc., a portfolio company of Wavecrest Growth Partners, L.P., in connection with its pending sale to JLL.

Economics Weekly: A Top-Down View of Profit Margins

In this Economics Weekly, we examine corporate profits from a top-down perspective, looking at the recent behavior of unit labor costs, price inflation, and output growth as guides to what might happen to margins in the coming quarters.

Contact form

The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600 info@williamblair.com

Ready to start a conversation? Contact us today.