Investment Advisory Services
Provided by
Williams Advisory Group, LLC

 

A sound investment strategy is the cornerstone of wealth accumulation and preservation. At Williams Advisory Group, LLC (WAG), we utilize time-tested investment disciplines and merge them with a science of investing, The Modern Portfolio Theory. The mission of WAG and its Partners+Program ® philosophy is to deliver investment portfolio returns that over time equal or exceed index benchmarks (i.e. S&P 500) while taking less risk.

 

We employ and consistently maintain these three investment principles for each portfolio we manage:

 

• Asset Allocation (the mixture of stocks, bonds and cash)

 

• Disciplined Diversification of Assets using the Modern Portfolio Theory, which won a   Nobel Prize

 

• Rebalancing asset allocations when appropriate

 

We work with each client to determine their risk profile and time horizons. This exercise results in the development of an investment portfolio(s) that is a mix of asset classes selected to achieve the highest return possible commensurate with risk tolerance.

 

Fee only – our investment advisory services has only one master – You. We don’t accept or allow commissions from anyone. You work with an independent Registered Investment Advisor. We believe and know that our services can only be successful if we are completely unbiased with regards to investment selections.

 

The Partners+Program® investment strategies are implemented through the use of institutional, asset-class funds. These funds are typically not available at “retail” (to individual investors) and ordinarily have asset minimums as high as $ 2 million per fund. However, for investors in the Partners+Program®, these minimums are reduced to $150,000. Unlike traditional retail mutual funds, these sophisticated investment vehicles have extremely low fees and are extremely tax efficient. These mutual funds are completely commission free.

 

We believe all clients must have concise and unbiased information so that they can measure the progress in reaching their financial goals. An important part of the Partners+Program® is the individualized, comprehensive Investment Performance Report we send to each client on a quarterly basis.

 

For existing clients and prospects, we offer a complimentary one hour meeting to discuss your current status and objectives. For more information please contact our managing officer, John Williams.

 

 

Services Focused on Growing and Safeguarding Your Financial Assets
Give Us A Call Today at 770-667-1177.