William Blair & Company

The financial products and services of William Blair & Company can be categorized into the following types:

Equity Investments
Equity Options
Common and Preferred Stocks

Cash and Equivalents
Short-term Liquidity Strategies
Money Market Funds

Taxable Fixed-income Investments
U.S. Government Agency Notes & Bonds
U.S. Treasury Bills, Notes, & Bonds
Asset-backed Securities
Mortgage-backed Securities
Preferred Stocks
Corporate Bonds
High-yield Bonds

Tax-exempt Fixed-income Investments
Municipal Notes and Bonds
Revenue Bonds
General Obligation Bonds
Pre-refunded Bonds
Zero-coupon Bonds

Education Savings Alternatives
Coverdell IRAs

Retirement Planning Alternatives
Rollover IRAs
Individual Retirement Accounts (IRAs)
401(k) Plans
SEP IRAs
Pension Plans
Profit Sharing Plans

Mutual Funds

William Blair Funds
Income Fund
Growth Fund
International Equity Fund
Emerging Markets Growth Fund
International Small Cap Growth Fund
International Growth Fund
Small Cap Growth Fund
Value Discovery Fund
Large Cap Growth Fund
Small-Mid Cap Growth Fund
Mid Cap Growth Fund
Tax-managed Growth Fund

Outside Mutual Funds

Unit Investment Trusts

Private Equity
William Blair Capital Partners Funds V, VI, and VII

Corporate and Executive Services

Corporate Services
Corporate Share Repurchases
Employee Stock Option Exercising and Stock Purchase Plans
Corporate Retirement Plans
Corporate Cash Management
Investment Banking Services

Executive Services
Restricted Stock Coordination & Sales
Cashless Stock Option Exercising
Single Stock Risk Management
Officer & Affiliate Trading Programs (Rule 10b5-1)
Transaction Services

Wealth Management
Retirement Planning
Estate and Income Tax Planning
Education Planning
Charitable Giving Programs
Insurance and Risk Management
Investment Asset Allocation
Investment Policy
Employee Stock Option Analysis
Consolidated Reporting

Open Architecture Investment Services

William Blair Select
Mutual Funds
Separately Managed Accounts
Alternative Investments
Exchange Traded Funds
Public and Private Real Estate
Private-equity Funds of Funds

Investment Banking
Mergers & Acquisitions
Equity and Debt Underwriting
Private Placements
Initial Public Offerings
Private Investment in Public Equity Securities (PIPES)
Fairness Opinions
Convertible Securities
Credit Tenant Lease Securities
Municipal Securities

Client Access Reporting
Online Access to Proprietary Research
Comprehensive Account Reporting
Online Client Service Center
Online Account Access

Presently, the President and Chief Executive Officer (CEO) of William Blair & Company is John R. Ettelson.

 

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Last Updated on : 27th June 2013

This website is up for sale at $20,000.00. Please contact 9811053538 for further details.