A complete list of active advisors currently associated with S. Williams Capital, LLC

Warmer can help you find a great advisor at S. Williams Capital, LLC or one who fits your needs even better.

S. Williams Capital provides discretionary investment advisory services principally to individual and high-net-worth clients, managing accounts under a single investment strategy that the firm applies across client portfolios. The firm requires written discretionary authorization and does not participate in wrap fee programs. The firm’s investment approach emphasizes value-driven equity selection complemented by event-driven and risk arbitrage positions, using fundamental analysis and probability-weighted expected-value analysis. Implementation may include short selling, the use of margin and other borrowing, and exposure to derivatives and futures as part of its trading and hedging activity. What distinguishes the firm from many peers is its use of performance-based fee arrangements for qualified clients alongside management-fee-only accounts, and corresponding policies intended to address potential conflicts from side-by-side management. The adviser also invests its own and related persons’ capital alongside client accounts and maintains a policy that generally does not permit client-imposed restrictions on specific securities.

To learn more about the advisors currently working at S. Williams Capital, LLC, 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.