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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.

AssetMark Sales Covereage Map

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Quarterly Commentary

First 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

2020 Tax Reference Guide | January 2020

William Blair's 2020 Tax Reference Guide provides the latest information on tax obligations and exemptions for income earned in 2020 and tax returns filed in 2021.

SECURE Act: Key Changes in 2019 Tax Law Affecting Retirement Rules | January 2020

Major tax changes typically only occur once every decade or so. But in the last weeks of 2019, Congress passed the SECURE Act—the second significant tax act in two years to have a wide-ranging effect on retirement and tax planning for high-net-worth individuals.

Understanding the Business Sale and Dividend Recapitalization Processes

What do family business owners need to know about their options for generating liquidity and managing the wealth created by liquidity events? Having a clear understanding of the process for completing a sale or a dividend recapitalization can help business owners accurately evaluate their options and fully capitalize on the opportunities they have created for themselves and their families. 

William Blair News

Beam Therapeutics Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Beam Therapeutics Inc. (BEAM $19.01), a gene-editing company focused on developing innovative, precision medicines for serious diseases using the company’s proprietary base editing technology.

Poseida Therapeutics, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Poseida Therapeutics, Inc. (PSTX $12.98), a clinical-stage company focused on the development of genetically engineered T-cell therapies for the treatment of cancer and gene therapies for the treatment of rare genetic diseases.

Economics Weekly: Gold Bull-ions

In this Economics Weekly, we discuss gold and what might be the reasons behind its recent price surge.

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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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