A complete list of active advisors currently associated with Duncan, Matthew William

Warmer can help you find a great advisor at Duncan, Matthew William or one who fits your needs even better.

The firm provides non‑discretionary investment advisory services to individual clients, including high‑net‑worth individuals and individual retirement accounts. Services consist of assessing a client’s financial situation and recommending allocations among mutual funds and exchange‑traded funds, with advice on individual equities only when a client specifically requests it. The firm’s investment approach is client‑centered and emphasizes long‑term strategic asset allocation implemented primarily through broad‑based total‑market and index funds, with growth‑oriented mutual funds used selectively for clients willing to accept greater volatility. Recommendations are based on fundamental analysis of funds rather than technical market timing, and the firm does not accept discretionary trading authority—clients retain custody and implement recommendations themselves. Noteworthy aspects include that the firm is newly formed with no clients and is operated by a sole proprietor whose background includes algorithmic trading and development of proprietary trading software used for personal research. The firm does not act as a private fund adviser or manage pooled investment vehicles, does not accept product‑based compensation, and addresses personal‑trading conflicts through a written Code of Ethics and recordkeeping.

To learn more about the advisors currently working at Duncan, Matthew William, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Duncan	Winston Salem, NC	1

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