Duncan Williams Asset Management was created to meet the needs of individual investors, business owners and foundations. We believe in integrity, intelligence and independence, and we provide our clients with individualized plans to meet their financial goals. Just as importantly, we believe in being invested in our community and encouraging others to do the same. Serve our clients. Improve our community. That’s our mission and our promise. Duncan Williams Asset Management uses in-depth analysis to customize a financial plan for each of its diverse clients.
Financial Management for Individual Investors, Businesses, Non-Profits and Foundations
Invested in You. Investing for You.
We’ve seen the ups and downs of all the markets: the stock market, the bond market, the market just around the corner. We know where Wall Street meets Main Street.
Whether they’re individuals or institutions, our investment process puts the focus on our clients. Duncan Williams Asset Management takes the time to learn about you with an in-depth financial analysis. Then we tailor our products, services and ideas to your financial life cycle and your financial needs.
We don’t just create a plan and walk away. Instead, the investment advisors at Duncan Williams Asset Management manage and steer that plan. We study its performance and let you know if we think you should make any changes. You can call us anytime to ask about your existing assets, a new endowment or even football. We want to talk to you. And if you have a concern, we’re ready to take care of it for you.