Company Description

William Jones & Associates is an SEC registered investment advisor.

Williams, Jones & Associates, LLC ('Williams Jones') is an SEC registered investment advisor that provides customized investment management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages over $5.0 billion in equity and fixed income securities and selects outside managers for hedge fund investments. This website briefly describes the investment products that they currently offer to their clients. What it cannot describe is the more important interplay of these investments in their clients' portfolios and how this has served to protect and grow investment capital in very different and challenging market environments. Markets have become increasingly complex and volatile. Traditional singular investment approaches do not accommodate enough flexibility or provide adequate dimension to deal with today's compressed market cycles. Where before an investment firm could focus on solely delivering excellent equity or bond management, today it is crucial to understand the constant interplay between these and other market sectors to develop satisfactory risk-adjusted return on investment capital.