HAVE ACCESS TO PROVEN INVESTMENT CAPABILITIES?

Few clients do.

At Bill Few Associates, we have a team of dedicated investment professionals who focus — day in and day out — on making, monitoring and managing portfolios that are responsible, reliable and right for you.

INDIVIDUAL EQUITY MANAGEMENT
Our clients benefit from the expertise of multiple investment professionals, each with a long-term track record of successful individual equity portfolio management. Our core philosophy revolves around a style-neutral, sector-neutral, large capitilization equity portfolio, with a history of out-performing benchmarks. Custom portfolios can also be designed to meet your specific needs.

INDIVIDUAL FIXED INCOME MANAGEMENT
We offer considerable expertise in building high quality, diversified portfolios of fixed–income investments for both individuals and institutions. For our taxable clients, our tax–free strategies employ both in–state and out–of–state bond portfolios. Our taxable strategies emphasize high credit quality,
intermediate–term corporate bonds and short-term yield enhancement strategies.

MUTUAL FUND MANAGEMENT
Our expertise in the selection and management of mutual fund portfolios has served our clients well. With a long history in the skilled use of proprietary and commercial research systems, we are able to screen for and select best–in–class managers from all the various asset categories and asset styles. Thanks to our experience and depth of contacts, we bring unique insights into managing the broad and complex fund industry.

ALTERNATIVE INVESTMENTS
Our staff of highly experienced investment professionals review and monitor alternative investment strategies. To supplement more traditional core investment strategies, we supply access to hedge funds, limited partnerships and options strategies.