The William Blair Custom High-Net-Worth team is dedicated to serving independent financial advisors through the AssetMark channel, providing institutional quality investment management for individuals, families, foundations, and not-for-profit organizations. The team partners with financial advisors to develop and implement tailored portfolios that complement existing financial plans for client relationships over $1 million.
Using the firm’s primary research, a bottom-up approach is applied when investing in individual securities. While relying heavily on these proprietary strategies at the core of its portfolios, extensive diligence is conducted to provide a select list of external managers to provide complementary satellite strategies. William Blair portfolios are managed with sensitivity to tax implications and rely on global diversification and liquid alternatives to optimize risk/reward characteristics.
Strategic asset allocations are driven by long-term capital market forecasts, while tactical tilts within portfolios are driven by near-term macro factors. The team relies on multiple inputs during this process, including the firm’s Asset Allocation Committee, Dynamic Allocation Strategies team, and third party research.
William Blair
Custom High-Net-Worth Team, Available Through AssetMark
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Quarterly Commentary
View our most recent quarterly economic review and outlook.
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About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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Year William Blair was founded
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Employees worldwide
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Client assets
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Independent and employee-owned
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Offices worldwide
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Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreCollege Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
Read moreOur Latest News
Sensio Has Agreed to be Acquired by Nordic Capital
William Blair acted as the exclusive financial advisor to Sensio, a portfolio company of Longship, in connection with its pending sale to Nordic Capital.
Read moreWilliam Blair Inspired Young Students to Explore the World of STEM
William Blair was thrilled to host a group of Chicago elementary-aged students from the nonprofit Girls 4 Science, in collaboration with MakerGirl, for a hands-on learning experience.
Read moreTempus AI, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Tempus AI, Inc. (TEM $30.88), a company that provides precision medicine solutions for patients and uses its data platform to offer insights for researchers and pharma companies.
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