Participate and defend


There's wealth in our approach

The Williams and Grist Investment Group is dedicated to helping our clients participate and defend as world markets change. We assist in planning for our clients’ future and the future of their values. Our goal is to preserve those values for generations to come.

As a mother-daughter team, our approach offers the advantage of a multi-generational perspective. We deeply appreciate and understand the opportunities and challenges faced by families. Matters as diverse as education and long term security often translate into generational concerns. We help our clients find answers.


Investment philosophy

We believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given our client’s risk tolerance, time horizon, and financial goals.


GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

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Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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