LINSCOMB & WILLIAMS Overview
Linscomb & Williams Inc. is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 41 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 64% of the manager's regulatory AUM.
LINSCOMB & WILLIAMS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LINSCOMB & WILLIAMS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VEA | 11.44% | ETF | -23.54% | -1.06% | 0 | 11% | ||
| IVV | 6.77% | ETF | -17.25% | -0% | 0 | 10% | ||
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FEATURED IN
LINSCOMB & WILLIAMS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph H. Williams | President & Ceo | March-2011 |
| George W. Christopherson | Executive Vice President | March-2011 |
| James C. Aulbach | Chief Compliance Officer | July-2009 |
| Paul B. Murphy | Chairman | August-2012 |
| Rudolph H. Holmes | Director | August-2012 |
| Mark A. Wesson | Director | August-2012 |
| Jeffrey L. Sarff | Senior Vice President & Cfo | April-2013 |
LINSCOMB & WILLIAMS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LINSCOMB & WILLIAMS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use various methods of analysis to form our recommendations to you about investment strategies and to manage assets you entrust to us.
Our investment advice begins with gathering information from you to determine your particular financial goals, needs, and risk tolerance. This information is obtained from documents you share with us and from conversations with you.
We generally seek to develop a recommendation for an investment policy that we believe should govern the management of your investments. An investment policy will identify the major classes of investments we believe you should own and the proportions that
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14
should be held for each class. Examples o...
Unlock Full Investment Process Description
We use various methods of analysis to form our recommendations to you about investment strategies and to manage assets you entrust to us.
Our investment advice begins with gathering information from you to determine your particular financial goals, needs, and risk tolerance. This information is obtained from documents you share with us and from conversations with you.
We generally seek to develop a recommendation for an investment policy that we believe should govern the management of your investments. An investment policy will identify the major classes of investments we believe you should own and the proportions that
Page
14
should be held for each class. Examples o...
Unlock Full Investment Process Description
LINSCOMB & WILLIAMS Portfolio Concentration
LINSCOMB & WILLIAMS Location
1400 POST OAK BLVD
SUITE 1000
HOUSTON, Texas
UNITED STATES, 77056
SUITE 1000
HOUSTON, Texas
UNITED STATES, 77056
LINSCOMB & WILLIAMS Contact Information
Phone Number: 713-840-1000
Fax Number: 713-840-7802
Website: http://www.linscomb-williams.com
Fax Number: 713-840-7802
Website: http://www.linscomb-williams.com
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Disclaimer
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