Financial Management for Individual Investors, Businesses, Non-Profits and Foundations


Invested in You. Investing for You.

We’ve seen the ups and downs of all the markets: the stock market, the bond market, the market just around the corner. We know where Wall Street meets Main Street.

Whether they’re individuals or institutions, our investment process puts the focus on our clients. Duncan Williams Asset Management takes the time to learn about you with an in-depth financial analysis. Then we tailor our products, services and ideas to your financial life cycle and your financial needs.

We don’t just create a plan and walk away. Instead, the investment advisors at Duncan Williams Asset Management manage and steer that plan. We study its performance and let you know if we think you should make any changes. You can call us anytime to ask about your existing assets, a new endowment or even football. We want to talk to you. And if you have a concern, we’re ready to take care of it for you.

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.