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.