Invest In William Blair Mutual Funds

Based in Chicago since 1935, William Blair & Company has grown to become a varied investment firm with managed assets of $12 billion in mutual funds alone. William Blair boasts fund managers with an average of 24 years' experience and a staff with part ownership, giving them even more of a stake in the company's success. For the basics on how to invest in William Blair mutual funds, read on.

How to Invest in William Blair Mutual Funds

Decide what kind of fund you need. This is based on your age, your goals, and your comfort level with risk.

Browse the various funds offered by William Blair & Company. Each offers different goals, and many have varying fees and charges.

Consult a financial advisor, either with William Blake or independently. If you make your situation and goals clear, then he or she can help you narrow down your choices.

Once you have a selection of two or three mutual funds from which to choose, order the prospectus for each.

Read each prospectus carefully.

Contact your broker to make your initial investment.

Tips & Warnings

• While the William Blair website lays out the basics of their different funds very clearly, it helps to understand all of the terms and meanings of these facts before researching specific funds.
• Invest-faq.com is a helpful objective website for learning the terminology of mutual funds.
• On the William Blair site, you can investigate the performance of each of their funds over the past 3, 5 and 10 years. This can help further your understanding of their offerings so you can make informed choices.
• This site also displays the Morningstar rating for each fund. This rating represents its overall quality. Morningstar is a company that offers unbiased recommendations about investment products.
• Like many financial institutions, William Blair & Company shows potential investors plenty of information up front, but does not invest any online space to explaining the basics.
• Be sure you have a good understanding of the basics before you start making decisions about your investment.
• If you don't yet have a financial advisor, ask those friends or family whom you trust to recommend someone competent. They need not be in your local area.