Form CRS Relationship Summary

View our client relationship summary and other helpful information.

Beginning June 30, 2020, investment advisers and broker-dealers are required to provide retail investors with a disclosure form known as Form CRS. Form CRS is intended to be a simple, easy-to-read client relationship summary and discloses:

  • The types of client relationships and services the firm offers
  • The fees, costs, conflicts of interest, and standard of conduct associated with those relationships and services
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history
  • How to obtain additional information about the firm

View Form CRS

Additional Helpful Information

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures