Campbell Williams Inc. is an investment consulting firm focusing on high net worth individuals in the US and overseas. We sell no products and are totally independent and objective. We help our clients by giving them education, information and the tools necessary to: 1) determine an appropriate ...more

Campbell Williams Inc. is an investment consulting firm focusing on high net worth individuals in the US and overseas. We sell no products and are totally independent and objective. We help our clients by giving them education, information and the tools necessary to: 1) determine an appropriate long term investment strategy, 2) select mutual funds and/or managers for each asset class, 3) evaluate portfolio and manager performance on a quarterly basis, in order to make changes when necessary. We assist our clients with retirement, estate planning and other issues while working with specialists of their choice. We also provide our clients with full disclosure on all issues of importance to them. Our advice is customized for each client and his or her particular situation. We help clients control portfolio expenses and normally save more than the fee for our services. Our fee is 1% for the first million and decreases thereafter for larger amounts. Specialties: Investment consultant focusing on high net worth individuals in the US and offshore markets. Extensive experience in asset allocation as well as manager search and selection for the implementation of investment programs.less