A complete list of active advisors currently associated with Paul R. Williams Investment Advisor
Warmer can help you find a great advisor at Paul R. Williams Investment Advisor or one who fits your needs even better.
The firm provides customized investment management primarily to high-net-worth individuals and their associated trusts and estates, as well as pension and profit-sharing plans and other legal entities; it also accepts charitable organizations and corporate/business clients. Services described in the brochure include portfolio management, client risk profiling and financial goal setting, macroeconomic forecasting, asset valuation, training and seminars, and assistance implementing client portfolios. PRW’s investment process is built on fundamental analysis of stocks, bonds, mutual funds, ETFs and ETNs, and typically targets multi-year time horizons while remaining prepared to adjust positions as market conditions change. The firm offers growth, balanced, and conservative strategies, may use short selling and option writing when appropriate, and generally operates on a non-discretionary basis so clients are required to approve trading activity. Notable differences from many peers include the firm’s small scale — roughly $50 million in AUM across about 25 clients — and a practice that emphasizes individualized, negotiated arrangements such as fee concessions, pro bono engagements, and separate specialized research services. The brochure also highlights that the principal holds a CFA charter and an academic appointment (Professor Emeritus), and that the firm routinely relies on third‑party research providers (e.g., Morningstar and Schwab) and maintains a non‑discretionary relationship with most clients, which is less common among independent advisers.
To learn more about the advisors currently working at Paul R. Williams Investment Advisor, 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 |
|---|---|---|
Thousand Oaks, CA
| 5
|
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