Investment Management
At Bill Few Associates, our team of dedicated investment management professionals focus — day in and day out — on making, monitoring and managing portfolios that are responsible, reliable, and right for you.
Individual Equity Management
Our clients benefit from the in-depth knowledge of multiple investment management professionals with a long track record of successful individual equity portfolio management. Our core philosophy revolves around a style-neutral, sector-neutral, large capitalization equity portfolio, with a history of out-performing benchmarks. Custom portfolios can also be designed to meet your specific needs.
Individual Fixed Income Management
We build high quality, diversified portfolios of fixed–income investments for both individuals and institutions. For our taxable clients, our tax–free strategies employ both in–state and out–of–state bond portfolios. Our taxable strategies emphasize high credit quality, intermediate–term corporate bonds and short-term yield enhancement strategies.
Mutual Fund Management
Our expertise in the selection and investment management of mutual fund portfolios has served our clients well. With a long history in the skilled use of proprietary and commercial research systems, we are able to screen for and select best–in–class managers from all asset categories and asset styles. Thanks to our experience and extensive contacts, we bring unique insights into managing the broad and complex fund industry.
Alternative Investment Management
Our staff of highly experienced investment professionals continually review and monitor alternative investment strategies. To supplement traditional core investment management strategies, we offer access to hedge funds, limited partnerships and options strategies.
Our Planning Process
We’ll be with you every step of the way.
Step 1
We get to know you and your lifestyle and evaluate your financial situation.
Step 2
We identify and explain the opportunities for your personalized plan.
Step 3
Create your plan, and together put the plan into action.
Step 4
Meet regularly to make sure your plan is on track.
Getting started is easy.
Let’s Discuss
Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.
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