These include opportunities for price improvement, speed of execution, market depth and order size, cost of execution and the reputation of a particular venue. William Blair takes into consideration many factors when determining where to route customers' orders. William Blair & Company presents this order routing information pursuant to NMS Rule 606. The execution results from this order flow will not appear in the data and may differ substantially from the results. However, please be aware that the majority of the order flow executed by William Blair & Company is not covered by NMS Rule 605 due to special handling requests by customers. The data that you will find by following the link above will provide you with an indication of the type of execution you will receive for stocks in which William Blair is a market maker. Access our William Blair Rule 605 Data files. William Blair & Company presents this order execution information pursuant to NMS Rule 605. NMS Rule 605 - Order Execution Information Learn more about Research and Insightsĭisclosure of SEC-Required Order Execution Information and Routing Informationįor the convenience of our clients, below we provide links to order execution data and routing information as required by the Securities and Exchange Commission rules and regulations. Learn more about Institutional Sales and TradingĮquity research and other insights for a rapidly evolving global marketplace. Learn more about Private Wealth Managementĭelivering superior investment ideas, management access, trade execution, and underwriting to issuers and investors around the globe.
Private Wealth Management at William Blair is designed according to each investor’s need for customized, integrated solutions and the firm’s commitment to client success. Partnership-focused, we are committed to delivering a disciplined, fundamental, research-driven approach to investing to create long-term sustainable value with proven, actively managed investment capabilities.
Thoughtful, strategic advice and tenacious execution based on industry experience, product knowledge, and global expertise.