Duncan Williams Asset Management remains open. We are here to serve our clients and to answer any questions during these volatile times. We have activated our Business Continuity Plan and have many of our employees working remotely. For order placement, we encourage our clients to operate under normal business practices. Please call your Duncan Williams Asset Management advisor, and he/she will take the appropriate steps. Should there be any additional disruption for any reason, please be aware that placing orders directly through Schwab or Fidelity is always an option. Please see their contact information below:

 

 

 

 

 

Author: Gary Lendermon

IMPORTANT NOTICE:
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.

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