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Duncan Williams Asset Management

Serve our clients. Improve our community.

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Duncan Williams Asset Management
Indie Memphis

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Duncan Williams Asset Management
The Grove — GPAC | Germantown Performing Arts Center The Grove at GPAC is a unique outdoor venue where we will entertain and educate in a comfortable, beautiful, inviting and accessible space. Under a canopy of trees, our guests will experience the power of the arts to connect and inspire. The Grove will attract new audiences for both GPAC and its lo

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Duncan Williams Asset Management
Eric Ballentine, Executive Director, STREETS Ministries - Duncan Williams Asset Management Eric, having grown up in the South Memphis community, understands the struggles youth face daily. After pursuing a life of crime, drugs, gang affiliation, and violence, Eric made a life-changing decision and surrendered his life to God. Over the past 17 years, he has been on a mission to impact lives and be a positive …

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Duncan Williams Asset Management
Stewart L. Burgess, Ph.D., Executive Director, The Children’s Museum of Memphis - Duncan Williams Asset Management Dr. Burgess is a developmental psychologist with an extensive career in early childhood learning with a strong emphasis on designing curriculum, innovative educational spaces, parent education and faculty professional development in addition to his community outreach efforts centered on child development. While completing his master’s degree in Experimental Psychology, he was a member of the …

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Duncan Williams Asset Management
Elizabeth Rouse, President and CEO of ArtsMemphis - Duncan Williams Asset Management Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet, but Rouse wanted to watch the graceful dance, not perform it. She moved to the Bluff City nine years ago for a job with ArtsMemphis, not expecting to stay forever. …

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Duncan Williams Asset Management
Dr. Ken Steorts, Founder and President of Visible Music College - Duncan Williams Asset Management Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet. Ken left Skillet in 1999 to build Visible Music College, an accredited, bachelor degree granting institution of higher education in music, music production, and music business for artists, musicians, worship …

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Duncan Williams Asset Management
Anna Mullins Ellis, President and CEO of New Memphis - Duncan Williams Asset Management Anna is the President and CEO of New Memphis, an organization that works to attract, develop, activate, and retain diverse talent for a more vital and prosperous Memphis. She has been with New Memphis since 2014, guiding communications and innovation as the team launched new projects and programs that make Memphis magnetic, engage the community in …

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Duncan Williams Asset Management
Collaboration: The Key for Non-Profit Partnerships - Duncan Williams Asset Management Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.  However, many times they are luckily not alone when it comes to their mission or industry. Partnering with other non-profits …

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Duncan Williams Asset Management
How a Financial Advising Firm Can Help a Non-Profit - Duncan Williams Asset Management Earlier this year I had the pleasure of attending Momentum Nonprofit Partners’ Conference – it was an insightful event, especially through the lens of someone working in finance. The speaker mentioned the term “bizsplaining”, as an act where financial professionals interject in a non-profit’s plan that the non-profit’s intended actions are not prudent or economical …

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Duncan Williams Asset Management
Is your cash reserve fund working? - Duncan Williams Asset Management Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk, but is it really working for you?

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Duncan Williams Asset Management
Great Performer DWAM: Indie Memphis during the Pandemic on Vimeo This is "Great Performer DWAM: Indie Memphis during the Pandemic" by JustMy: The Digital NewsStand on Vimeo, the home for high quality videos and the people…

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Duncan Williams Asset Management
DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis on Vimeo This is "DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis" by JustMy: The Digital NewsStand on Vimeo,…

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Duncan Williams Asset Management
Duncan Williams Great Performer: Lionel Cable on Vimeo New Hope Christian Academy https://www.facebook.com/NewHopeChristianAcademy

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Duncan Williams Asset Management
by Duncan Williams Asset Management Small Business Duncan Williams Asset Management knows that you need to be competitive, both in the products and services you offer and in your employee benefits packages.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Lifestyle Inflation Young or old, we all experience the pressure to increase our spending as we make more money.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Private Investors Through our discovery process, Duncan Williams Asset Management will work with you to determine your financial goals, risk tolerance and income requirements, as well as your fiscal constraints such as liquidity, investment time horizon and any other restr

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Duncan Williams Asset Management
by Duncan Williams Asset Management Whosoever desires constant success must change his conduct with the times. —Niccolo Machiavelli (1532) This week we are going to examine what is known as Status quo bias.

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Duncan Williams Asset Management
by Duncan Williams Asset Management DWAM Ranks Number 10 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms Duncan Williams Asset Management is proud to announce its inclusion in Financial Advisor Magazine’s 2018 list of fastest growing Registered Investment Adviser firms in the United States, a nationally recognized ranking of independent wealth management fir

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Duncan Williams Asset Management
by Duncan Williams Asset Management Modern Portfolio Theory According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Elizabeth Rouse, President and CEO of ArtsMemphis Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet, but Rouse wanted to watch the graceful dance, not perform it.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Dr. Ken Steorts, Founder and President of Visible Music College Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Peter Abell – President & Chief Executive Officer of the Memphis Symphony The Daily Memphis recently published a great article on Peter Abell, President & Chief Executive Officer of the Memphis Symphony Orchestra. In honor of selecting Peter as our Community Great Performer for March, we thought we would share the article with

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Duncan Williams Asset Management
by Duncan Williams Asset Management Small Business Succession Planning The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Non Profit Your money is allocated for something special. We want to help you achieve your mission while being a good steward of your funding and your organization’s future.

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Duncan Williams Asset Management
by Duncan Williams Asset Management Credit Score Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance. Debt is like fire, it can be a useful tool to cook food and heat things, but used improperly, it can be devastating.

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Duncan Williams Asset Management was created to meet the needs of individual investors, business owners and foundations. We believe in integrity, intelligence and independence, and we provide our clients with individualized plans to meet their financial goals. Just as importantly, we believe in being invested in our community and encouraging others to do the same. Serve our clients. Improve our community. That’s our mission and our promise. Duncan Williams Asset Management uses in-depth analysis to customize a financial plan for each of its diverse clients.

Financial Management for Individual Investors, Businesses, Non-Profits and Foundations

Invested in You. Investing for You.

We’ve seen the ups and downs of all the markets: the stock market, the bond market, the market just around the corner. We know where Wall Street meets Main Street.

Whether they’re individuals or institutions, our investment process puts the focus on our clients. Duncan Williams Asset Management takes the time to learn about you with an in-depth financial analysis. Then we tailor our products, services and ideas to your financial life cycle and your financial needs.

We don’t just create a plan and walk away. Instead, the investment advisors at Duncan Williams Asset Management manage and steer that plan. We study its performance and let you know if we think you should make any changes. You can call us anytime to ask about your existing assets, a new endowment or even football. We want to talk to you. And if you have a concern, we’re ready to take care of it for you.

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Duncan Williams Asset Management Video Spotlight


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Duncan Williams Asset Management
Indie Memphis

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Duncan Williams Asset Management
The Grove — GPAC | Germantown Performing Arts Center The Grove at GPAC is a unique outdoor venue where we will entertain and educate in a comfortable, beautiful, inviting and accessible space. Under a canopy of trees, our guests will experience the power of the arts to connect and inspire. The Grove will attract new audiences for both GPAC and its lo

NewsStand Partner | Article

Duncan Williams Asset Management
Eric Ballentine, Executive Director, STREETS Ministries - Duncan Williams Asset Management Eric, having grown up in the South Memphis community, understands the struggles youth face daily. After pursuing a life of crime, drugs, gang affiliation, and violence, Eric made a life-changing decision and surrendered his life to God. Over the past 17 years, he has been on a mission to impact lives and be a positive …

NewsStand Partner | Article

Duncan Williams Asset Management
Stewart L. Burgess, Ph.D., Executive Director, The Children’s Museum of Memphis - Duncan Williams Asset Management Dr. Burgess is a developmental psychologist with an extensive career in early childhood learning with a strong emphasis on designing curriculum, innovative educational spaces, parent education and faculty professional development in addition to his community outreach efforts centered on child development. While completing his master’s degree in Experimental Psychology, he was a member of the …

NewsStand Partner | Article

Duncan Williams Asset Management
Elizabeth Rouse, President and CEO of ArtsMemphis - Duncan Williams Asset Management Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet, but Rouse wanted to watch the graceful dance, not perform it. She moved to the Bluff City nine years ago for a job with ArtsMemphis, not expecting to stay forever. …

NewsStand Partner | Article

Duncan Williams Asset Management
Dr. Ken Steorts, Founder and President of Visible Music College - Duncan Williams Asset Management Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet. Ken left Skillet in 1999 to build Visible Music College, an accredited, bachelor degree granting institution of higher education in music, music production, and music business for artists, musicians, worship …

NewsStand Partner | Article

Duncan Williams Asset Management
Anna Mullins Ellis, President and CEO of New Memphis - Duncan Williams Asset Management Anna is the President and CEO of New Memphis, an organization that works to attract, develop, activate, and retain diverse talent for a more vital and prosperous Memphis. She has been with New Memphis since 2014, guiding communications and innovation as the team launched new projects and programs that make Memphis magnetic, engage the community in …

NewsStand Partner | Article

Duncan Williams Asset Management
Collaboration: The Key for Non-Profit Partnerships - Duncan Williams Asset Management Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.  However, many times they are luckily not alone when it comes to their mission or industry. Partnering with other non-profits …

NewsStand Partner | Article

Duncan Williams Asset Management
How a Financial Advising Firm Can Help a Non-Profit - Duncan Williams Asset Management Earlier this year I had the pleasure of attending Momentum Nonprofit Partners’ Conference – it was an insightful event, especially through the lens of someone working in finance. The speaker mentioned the term “bizsplaining”, as an act where financial professionals interject in a non-profit’s plan that the non-profit’s intended actions are not prudent or economical …

NewsStand Partner | Article

Duncan Williams Asset Management
Is your cash reserve fund working? - Duncan Williams Asset Management Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk, but is it really working for you?

NewsStand Partner | Article

Duncan Williams Asset Management
Great Performer DWAM: Indie Memphis during the Pandemic on Vimeo This is "Great Performer DWAM: Indie Memphis during the Pandemic" by JustMy: The Digital NewsStand on Vimeo, the home for high quality videos and the people…

NewsStand Partner | Article

Duncan Williams Asset Management
DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis on Vimeo This is "DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis" by JustMy: The Digital NewsStand on Vimeo,…

NewsStand Partner | Article

Duncan Williams Asset Management
Duncan Williams Great Performer: Lionel Cable on Vimeo New Hope Christian Academy https://www.facebook.com/NewHopeChristianAcademy

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management Lifestyle Inflation Young or old, we all experience the pressure to increase our spending as we make more money.

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management Whosoever desires constant success must change his conduct with the times. —Niccolo Machiavelli (1532) This week we are going to examine what is known as Status quo bias.

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management DWAM Ranks Number 10 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms Duncan Williams Asset Management is proud to announce its inclusion in Financial Advisor Magazine’s 2018 list of fastest growing Registered Investment Adviser firms in the United States, a nationally recognized ranking of independent wealth management fir

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management Modern Portfolio Theory According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future.

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management Small Business Succession Planning The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.

NewsStand Partner | Article

Duncan Williams Asset Management
by Duncan Williams Asset Management Credit Score Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance. Debt is like fire, it can be a useful tool to cook food and heat things, but used improperly, it can be devastating.

Map


Duncan Williams Asset Management Video Spotlight