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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.

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Fourth Quarter Economic Review and Outlook

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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.*

*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.

Coronavirus Federal Tax Relief | April 2020

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

COVID-19 Philanthropy Resources | April 2020

Our firm is dedicated to assisting our nonprofit clients with both their social and financial returns. We are also proud to partner with our philanthropically inclined clients to help them channel their support.

William Blair News

Economics Weekly: Managing Growth and Debt

In this Economics Weekly, we examine the vexed questions of debt, i.e., how this crisis has accelerated the underlying shift in how we think about it, and what policies keep debt sustainable and simultaneously grow our economies in a more equal and balanced manner.

Palantir Technologies Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Palantir Technologies Inc. (PLTR $25.64). Palantir provides data management and analytics software for government and commercial organizations.

Advantage Software Has Been Acquired by Simpli.fi

William Blair acted as the exclusive financial advisor to The Advantage Software Company, LLC, a portfolio company of Carousel Capital, in connection with its acquisition by Simpli.fi Holdings, Inc, a portfolio company of GTCR.

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

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