Private Client Advisors

William Blair & Company offers private brokerage to clients interested in discretionary or nondiscretionary management of their assets. Investment professionals use the firm’s award-winning equity research to build customized portfolios for their clients.

Clients benefit from:

  • Custom-designed portfolios based on individual needs and objectives
     
  • A disciplined investment philosophy and a 73-year history of investing in quality growth companies
     
  • William Blair & Company’s proprietary equity research, a well-respected source of excellent long-term investment opportunities, advice, and guidance
     
  • Centralized headquarters
    • Investment professionals have direct and daily interaction with research analysts
    • Strengthens investment professionals' ability to serve clients with enhanced communication and increased execution and operational efficiency
       
  • Experienced investment professionals who average 24 years of experience in the industry and 16 years at William Blair & Company
     
  • William Blair & Company's independence as an employee-owned firm
    • Research analysts are given free rein to research companies that they believe will provide the best investment opportunities
    • Investment professionals are focused on achieving results for their clients

Capabilities Brochure (PDF)

Important Disclosure

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As of 6/30/08, Private Client Advisors had more than $8.4 billion in total assets under supervision, a large percentage of which are handled on a discretionary basis.
The department includes more than 50 investment professionals with an average of 24 years industry experience.
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