collage of employee photos

A message regarding COVID-19

Serve our clients. Improve our community.

Duncan Williams Asset Management was created to meet the needs of individual investors, business owners and foundations. We believe in integrity, intelligence and independence, and we provide our clients with individualized plans to meet their financial goals. Just as importantly, we believe in being invested in our community and encouraging others to do the same. Serve our clients. Improve our community. That’s our mission and our promise. Duncan Williams Asset Management uses in-depth analysis to customize a financial plan for each of its diverse clients.
learn about our services:

Non-Profit  |  Small Business  |  Private Investors


We seek out organizations that make our world better and help them do what they do best.

Shelby Farms Conservancy
Live at the Garden
Le Bonheur Children's Hospital


We proudly partner with organizations that share our vision and values.

cityCurrent Partner
BBB Accredited Business
You are now leaving the website of Duncan Williams Asset Management (“DWAM”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through DWAM.  DWAM is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab.  Schwab has no responsibility for the content of DWAM’s website.  This link to the Institutional Intelligent Portfolio website should not be considered to be either a recommendation by SPT or a solicitation of any offer to purchase or sell any security.

Use HRX6 for the Advisor Program Key when creating your account.