Duncan Williams Asset Management knows that you need to be competitive, both in the products and services you offer and in your employee benefits packages.
Our knowledgeable investment advisors can help you create executive benefits to attract and retain C-level talent, as well as retirement benefits for all of your employees. Duncan Williams Asset Management can also analyze your current retirement plans, looking at performance, investment options, and fees, to reduce your overall expenses and replace underperforming funds with better options.
We’ll identify experienced investment managers, as well as those funds that have reasonable fees and consistent performance.
At Duncan Williams Asset Management, we provide a variety of small business solutions, including the following:
Business Succession Planning
Executive Benefit Planning
New Retirement Plans
Existing Retirement Plan (401k and 403b) Analysis
Fund Line-Up
Fee Analysis
Retirement Plan (401k and 403b) Consulting
Investment Policy Statement Development/Review
Plan Design
Employee and Employer Education
Investment Due Diligence
Performance Measurement/Monitoring
Fiduciary Services
Duncan Williams Asset Management invests for the long term and seeks to avoid the big mistakes with prudent investing. We also identify experienced investment managers, as well as those funds that have reasonable fees and consistent performance.
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