Villere St Denis J & Co.

Investment management is the core offering, with customized equity and fixed income strategies for individuals, families, and institutional clients. The firm provides separately managed accounts with portfolio customization, transparency, and tax efficiency, as well as mutual funds that offer access to its investment approach. Portfolios are managed in-house using an active, concentrated strategy and a disciplined investment process. Clients include high net worth individuals, multi-generational families, charitable organizations, corporations, endowments, foundations, pension plans, and retirement accounts. Villere & Co. is a registered investment adviser managing $1.4 billion in assets. Four generations of the Villere family have served clients since 1911. Its headquarters are in New Orleans, where the firm has built its heritage while serving clients across the Gulf Coast region.