Sidney F. Goudie

Williams Jones & Associates' (WJA) investment approach focuses on long-term growth of capital through proper asset allocation, a blended growth and value equity style and active fixed-income management. The firm seeks to produce high quality risk-adjusted returns on total capital through investments in stocks, fixed income securities (bonds and bond funds), mutual funds, ETFs and hedge funds. They continually assess the allocation of each client's investment capital based on the probabilities of various economic and market scenarios. This process typically leads to modest adjustments in equity market sector weightings and/or fixed-income portfolio duration.

Functions as a College/University

Williams Jones generally invests client assets in equity securities of individual equity securities (stocks), fixed income securities (bonds and bond funds), mutual funds, ETFs and private investment funds. The firm’s investment approach generally focuses on long-term growth of client capital through proper asset allocation, growth and value equity management and active fixed-income management. Their investment process is composed of four main elements: asset allocation, equity management, fixed income management, and alternative investments.