Williams Jones & Associates LLC

Williams Jones & Associates LLC is an investment management firm based out of New York City, New York. The company was originally established in 1988 by founder William P. Jones, who is still with the company today acting as its Chairman and one of its managing directors, and a group of founding partners. Williams Jones & Associates conducts its research internally and utilizes a fundamental methodology to make its investment decisions. The company invests with a bottom up approach, allocating its assets in the value and growth stocks of mid to large cap companies within the public equity, alternative, and fixed income markets within the United States. Williams Jones & Associates invests most heavily in the information technology sector, which alone makes up over a fifth of the firm’s total asset allocations, and also invests in the consumer discretionary, finance, health care, industrials, energy, consumer staples, and utilities and telecommunications sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of just over 18 quarters although it only holds its top 10 holdings an average of 8.6 quarters. Williams Jones & Associates, in the most recent quarter, has had a turnover rate of approximately 14.8%. The company manages over $5.4 billion in total assets under management spread across over 3,600 total accounts, all of which are discretionary accounts except for 200 which makes up a minor $144 million of its total managed assets. Both of Williams Jones & Associate’s total number of accounts and total assets under management have been increasing in recent years with its total number of accounts growing from 2,300 back in 2010 to its current amount and its total managed assets growing from $3.1 billion five years ago to its current amount. The company mainly caters to high net worth individuals, which alone makes up over three quarters of its client base.