Jeff Schweon

Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms

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.