Prince, William L

Strategic Income Advisors provides discretionary portfolio management and periodic investment analysis for high-net-worth individuals, families, foundations, endowments, IRAs, and pension and corporate plans. The firm manages domestic equity and fixed‑income portfolios and constructs customized accounts using equities, preferred stocks, ETFs, mutual funds, and individual bonds, and it offers ad hoc securities reviews and consulting.

The firm’s investment process emphasizes total‑return objectives aligned with each client’s risk tolerance, using diversification across asset classes and a mix of fundamental, quantitative, and technical/cyclical macro analysis. Strategies range from long‑term holdings to shorter‑term trading, with periodic rebalancing and portfolio monitoring performed on a primarily discretionary basis.

Notable distinctions include a clear focus on high‑net‑worth and institutional clients rather than non‑HNW individual retail accounts, an explicit policy not to vote client proxies (leaving proxy voting to clients) and a practice of not debiting advisory fees directly from client custody accounts. The adviser also discloses that some client holdings may be designated “un‑managed” and excluded from advisory responsibility and billing, and the firm’s principal is a CFA charterholder.