Campbell Williams, Inc.
  • Who We Are
    • A small, independent Investment Consulting firm dedicated to assisting each client with prudent financial planning and management of their investment portfolios, both pre- and post-retirement
    • Based in Coral Gables, Florida
    • A Registered Investment Advisor with the State of Florida, USA
    • High net-worth individuals and families, trusts, pension plans, corporations and foundations, generally with combined investments of $500,000 or more
    • Clients in the Americas, Europe and Asia
    • Prepare a financial plan
    • Develop a customized investment strategy for each client
    • Sell products
    • Impose corporate investment policies
    • Put corporate goals ahead of our client needs
    • Assist our clients with the selection and regular assessment of professional managers
    • Manage the managers
    • Manage individual stocks and bonds
    • Limit the choice of managers
    • Work on a fee-only basis
    • Offer asset-based fees on a declining scale, for services to our client’s complete portfolio, or the portions for which we are providing advice
    • Typically help manage all costs and expenses of each portfolio, often effecting savings
    • Receive any other fees, commissions or compensation of any kind from third parties
    • Work with client’s tax, accounting and legal advisors
    • Provide specific tax or accounting advice
    • Provide specific legal advice
  • What We Do
  • How We Do It
    • A Client controlled structure
    • Prudent Investor Team = Client Decision Maker + Prudent Professional Consultant
    • Our Consultant’s role is to develop and maintain the Prudent Management Process
    • Utilizes our professional knowledge, institutional resources and research
    • Provides customized recommendations
    • Results in effective process management and explicit decision-making by the client each quarter
    • A classic management process  applied to portfolio management
    • Our Prudent Management Process establishes disciplined, institutional-class planning, methodologies and risk management and includes ongoing, detailed performance evaluation of portfolio and professional managers
    • Active management of managers is based on sophisticated screening and objective quarterly evaluation of results
    • Expense management = potential impact on long term performance
    • Our unique “D3” Diversification Process expands upon Modern Portfolio Theory
    • “D3” yields customized, effective, very broad diversification and risk mitigation
    • Our client portfolios are uniquely diversified to 3 levels:
      • Asset Class
      • Management Style &         Sub-Style (60+)
      • Individual Managers within each Sub-Style
    • We regularly analyze the performance of over 26,000 Mutual Funds and ETFs

    Our unique approach results in educated and confident clients who participate as actively as they wish in the planning and management of their investment portfolio and their wealth.

  • What You Get
  • Our Brochure
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