The Villere Advantage

The Villere Advantage

We invest selectively. We’ve built our reputation on spotting under-the-radar companies with potential for growth.

Villere & Co. manages $1.8 billion in equity and fixed income strategies in-house for high net-worth individual investors, multi-generational families, and institutional clients.

Customized investment solutions since 1911

Our family-based firm, located in New Orleans, has partnered with high net worth individuals and families for more than 100 years. And we’ve built long-term relationships with prominent universities, hospitals, foundations, and nonprofits along the Gulf Coast.

With an average of 39 years of industry experience, our portfolio managers bring you an unparalleled continuity of service and attention to your unique needs. They draw on a century of insights to customize an investment strategy that is future-focused and legacy-minded.

Concentrated portfolio strategy

With $1.8 billion in assets managed in-house, we invest selectively and independently. Our active, concentrated approach allows us to pursue our most compelling investment ideas.

Staying true to our convictions and taking a long-term perspective, we customize your managed account portfolio with 20 to 30 of our best ideas, focusing on small- to mid-sized companies and seeking sustainable growth with reasonable valuations.

Consistent investment process

We take an independent, bottom-up research approach to uncover compelling opportunities that may be overlooked by others.

We consistently apply a disciplined, proven process that has been refined over decades and tested in virtually every market environment.

Learn More

Nimble team-based approach

We bring four distinct, multi-generational perspectives to each investment decision, fostering an open exchange of ideas. Working as a team, we rigorously discuss every opportunity.

Unhampered by big-firm bureaucracy, Villere’s partners act decisively—and then stand behind every investment choice.

Dedicated team for you

Personal, highly responsive service is a hallmark of the Villere experience. Two accessible firm partners serve as your personal investment advisors, and we also dedicate an experienced service manager to assist you with your account requests.

Learn More

Deep nonprofit & foundation experience

In addition to the firm’s generations of experience working with nonprofit organizations, each Villere partner brings at least a decade of personal nonprofit board leadership experience. We understand firsthand the specific challenges and fiduciary responsibilities involved in sustaining and growing a nonprofit. That knowledge extends to the inherent complexities and unique circumstances of family foundations and family partnerships as well.

Aligning Our Success with Yours

ROOTED IN THE COMMUNITY

Through outreach, board leadership, and philanthropic contributions, we are deeply committed to supporting local schools and universities, nonprofits, and cultural institutions throughout the Gulf Coast region—a legacy established over 100 years ago by St. Denis J. Villere.

YOUR INTERESTS FIRST

We exercise the highest standard of care in putting your interests first. As a Registered Investment Adviser, we have a fiduciary duty to our clients. We are legally bound to make decisions with your best interests in mind.

INVESTING ALONGSIDE OUR CLIENTS

All Villere partners—and generations of family members—invest alongside our clients with our own money.

Who we serve

Who we serve

We manage a variety of assets for individuals and institutions:

  • High Net Worth Individuals
  • Multi-Generational Families
  • Charitable Organizations
  • Corporations
  • Endowments, Foundations & Other Nonprofits
  • Pension Plans
  • Profit Sharing Plans
  • Retirement Accounts & Plans
  • Trusts