We believe that hands-on service, and custom strategies, and built-in hedging make for a winning combination, and we would love to explain it to you!
We are a small firm driven by a thirst for outperformance and lower volatility.
We believe that hands-on service, and custom strategies, and built-in hedging make for a winning combination, and we would love to explain it to you!
In short, we are dedicated to helping you grow and protect your assets and believe that we can do it better than our competition.
We have years of experience in the business, and have worked with many of the best and brightest in the world of asset growth, protection, and management. We’ve spent years tailoring and fine-tuning our strategies to provide the maximum reward with a given level of risk. Other advisors talk about diversification and the efficient frontier. We have seen the efficient frontier be not all that efficient.
Too often we don't have the opportunity to play offense AND defense. Is it impossible? No, it's not. Long/short, merger arbitrage, and long straddles with active gamma scalping (a form of market making) are all ways to play both sides of the trade
We have our ballpark in which we like to play, but we understand if you want to apply filters such as ESG, liquidity, sector constraints, etc. If we can accommodate it (we usually can) then we will.
We would love to speak with you. Give us a call or drop us a line at the number listed below to discuss your needs and find out if we can work together.
1120 Beacon Pkwy E #307 Birmingham, AL 35209
info@williamson-financial.com
+1 646-942-2124
