Proprietary Portfolio Management

To meet our clients' specific investment objectives, William Blair & Company's proprietary portfolio management capabilities provide a broad spectrum of investment vehicles. Our highly experienced portfolio managers provide management of high-quality equity and fixed-income investment portfolios, each designed to meet personal investment objectives.

Meeting the many complex financial needs of our individual and family clients is an integral part of who we are and what we do. We collaborate with clients and offer financial solutions and strategies for the most sophisticated investors. In short, we have the mindset of a boutique, with the resources of a large, full-service firm. Our clients communicate directly with their portfolio managers, who are supported by a professional team of experts in financial, tax, and estate planning. It is a unique, customized, and highly effective approach.

Our long history of expertise in domestic growth investing has been the genesis of an enormously successful record in international investing. With more than $34 billion in client assets under management (as of September 30, 2008), we are recognized as a premier global money management firm.

William Blair & Company's Approach

William Blair & Company’s philosophy is based on providing top-quality personal service designed to establish and fulfill an individual client’s realistic long-term investment goals. The four-step investment management process highlighted below is performed for every client to arrive at a solution that is specific to each client’s goals, objectives, and personal situation.  Our process is an iterative one; investment plans change as our clients' lives change.

Important Disclosure

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