MCWILLIAMS ASSET MANAGEMENT INC.

Overview

McWilliams Asset Management Inc. is a corporation that focuses on providing portfolio management services for individuals, small businesses, and institutions. The firm operates with a fee structure based on a percentage of assets under management (AUM). While it does not actively pursue Environmental, Social, and Governance (ESG) investments, it has carved a niche in managing portfolios tailored to the unique needs of its individual and family clients. The firm does not classify itself as a capital allocator and does not engage in pension consulting or related advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices