William Blair Select

In addition to our proprietary investment strategies, William Blair & Company offers William Blair Select, a diversified platform of external investment managers, each with a focus on a particular asset class and style. We believe that managing risk and return in a portfolio can be achieved by objectively diversifying investments across various asset classes and styles based on individual goals. William Blair Select investment options include separately managed accounts, mutual funds, exchange-traded funds, and alternative investments.

Research-driven Discipline of Manager Selection
Our internal research analysts are guided by a rigorous process for identifying and selecting external investment managers for William Blair Select. We continually monitor their performance, write in-depth research reports, and offer detailed communications about them. The William Blair Select research team also continuously seeks adjustments to the platform in order to provide our clients with access to current and anticipated market opportunities.

Listening and Communicating
We believe that nothing can surpass a one-on-one relationship with two-way dialogue. William Blair & Company will work with you to develop a written portfolio plan that reflects an understanding of your goals and acts as an investment road map. While economic conditions and your goals may change and evolve over time, we will work with you to achieve your financial goals by focusing on your objectives, determining your risk tolerance, and diversifying your portfolio.

Your financial advisor at William Blair & Company will assist you throughout this process, providing suitable advice, appropriate investment strategies, consolidated performance reporting, and regular updates on your investments in your portfolio.

Important Disclosure

Account Access

Access your investments online through Investor Annex on our homepage.