We’re here for you as always.

March 12, 2020 The last few weeks have been difficult.  The exogenous shock of COVID-19 has created an atmosphere of confusion and panic across the globe.  In addition to the turmoil in financial markets, the virus has affected scores of people in a more personal way...
Small Business Succession Planning

Small Business Succession Planning

The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.  In aggregate these organizations make up 99.9% of all businesses and employ nearly half of all U.S. employees.[1]  Clearly, small businesses play a...

Parks as Sparks

Welcome to our new series ECON: 901. These publications will delve into economic subjects close to home where we live, work, and play. Please feel free to provide feedback or suggestions for any local topics that could be worthwhile to explore (IMG@dwassetmgmt.com)....
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.