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.
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.
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