We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning. Investment Consulting is the discipline used by many pension funds and institutional investors. We focus on jointly developing an "Investment Strategy" to more effectively diversify across 60 plus available management styles of bonds and stocks (US and international); we do our own independent research on thousands of managers to arrive at a short list of candidates for each management style; we prepare quarterly performance evaluation reports with recommendations for changes and adjustments; and we assist with all decision-making relating to retirement planning, estate planning, and portfolio management.
Company Details
- Employees
- 5
- Founded
- 1995
- Address
- 110 Merrick Way,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- campbellwilliams.com
- HQ
- Coral Gables, FL
Campbell Williams, Inc. Questions
Campbell Williams, Inc.'s website is campbellwilliams.com
Campbell Williams, Inc.'s LinkedIn profile is https://www.linkedin.com/company/campbell-williams-inc.
Campbell Williams, Inc. has
5 employees.
View email and phone details for 5
employees at Campbell Williams, Inc..
Campbell Williams, Inc.'s industry is
Investment Management
Campbell Williams, Inc.'s top competitors are
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Collective[I].
Campbell Williams, Inc.'s categories are Investment Management
Campbell Williams, Inc.'s founding year is 1995
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