Non Profit
December 15, 2019
Your money is allocated for something special. We want to help you achieve your mission while being a good steward of your funding and your organization’s future.

Invest in Longevity.

At Duncan Williams Asset Management, our investment advisors will review your existing investment policy — the purpose of your fund, your objectives and your risk tolerance — as well as your asset allocation. Then we’ll customize a specific approach tailored to your organization’s needs.

Duncan Williams Asset Management provides a variety of financial solutions and services for foundations and endowments, including the following:

  • Investment Consulting Service
    • Investment Policy Statement Development/Review
    • Asset Allocation
    • Manager Search and Selection
    • Reporting and Performance Measurement
  • Analysis of Existing Investments and Investment Process
  • Investment Research
  • Asset/Liability Modeling
  • Participant Plan Services
  • Committee/Trustee Education

At Duncan Williams Asset Management, we avoid concentrated risk and let the Investment Policy Statement drive the process. We also limit our number of client relationships to ensure that you receive a high level of individualized service.


JustMy is about supporting LOCALS, check out these LOCAL area businesses and organizations! Everything you want to know about them is here! Like and Share TODAY! If you are a local business and would like a free listing with us, create your Digital Business Card today and we will share it with the community!