Through our separately managed accounts (SMAs), we offer you the ability to hold individual securities and customize the portfolio based on your specific needs. It’s a personalized solution to help meet your goals, backed by Villere’s exceptional service and support.
HIGH NET WORTH INDIVIDUALS
We manage SMA portfolios on a discretionary basis for select investors with a $1,000,000 account minimum. This provides us with the flexibility to react quickly to fast moving markets and changing economic circumstances.
We will discuss investment options with you to determine the most suitable portfolio based on your goals, needs and time horizon. While we offer portfolios with companies of all sizes, Villere has extensive experience and a long history of investing in small- to mid-sized companies.