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Campbell Williams is an independent, objective investment consulting firm dedicated to assisting clients with prudent management of their investment portfolios. Our goal is to convert our clients into "institutional class" investors, whereby they benefit from institutional investor levels of technology and services. Clients make all decisions, with our advice and assitance. We do for clients what they would do for themselves if they had the knowledge, tools, time, and contacts to do it. We have no control over client assets. We are NOT an asset manager. We are geared to serve high net worth individuals and families, trusts, corporations, foundations, banks, and mutual funds. We normally assist our clients with investment portfolios of $500 thousand and over. Our fees are asset based, on a declining scale, for services to all or portions of a client's portfolio(s). Normally we can help clients effect savings on portfolio expenses which equal or exceed our fee. We provide services to clients in the Americas, Europe and Asia. |
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