Unique Access to Global Resources

With most of our employees – including investment advisors and research analysts – centrally located at our Chicago headquarters, the firm’s resources are readily accessible to our Private Wealth Management professionals.

Regular interactions at the firm include:

• Daily equity research briefings regarding stock developments and broader market impact of macro themes
• Direct personal dialogue with research analysts, equity traders, and municipal and fixed-income traders
• Company management presentations
• Periodic meetings with outside investment managers
• Close collaboration with financial planners and wealth advisors
• An open door policy with executive leaders and senior managers

With a holistic approach to private wealth management, William Blair & Company has structured critical centers of excellence and core competency around delivering the broadest possible expertise to clients.

Important Disclosure

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