FIS Group

Institutional investors today traverse complex, dynamic and at-times perilous markets to provide for the essential retirement, health care, arts and social service needs of their beneficiaries and organizations. The singular skill sets of individual asset managers that have served these funds in the last century may no longer prove capable of achieving the risk and return goals of institutional investors on their own. FIS Group offers an integrated and comprehensive investment approach. FIS Group harnesses the investment edge, focus, and high conviction portfolio structure of proven entrepreneurial managers in a tested strategic and macro-driven tactical framework. The result is customized client solutions that are flexible, sustainable and empirically grounded. Since 1996, FIS Group has been 100% owned by current and former employees and focused steadily on achieving investment success for its clients. Portfolios are tailored to maximize the potential for above-benchmark risk-adjusted performance. We accomplish this through insightful portfolio strategy, precise manager selection and tactical management that is responsive to market conditions and opportunities.

Tina Byles Williams

Founder, CEO and CIO

1 past transactions

Piedmont Investment Advisors

Acquisition in 2018
Piedmont Investment Advisors is an institutional money management firm specializing in equity and fixed income management with approximately $5.6 billion in assets under management (as of March 31, 2018). Established in August 2000 and based in Durham, North Carolina, our firm is a minority business enterprise and 100% employee owned. Our “shared effort, shared reward” approach attracts and helps retain a group of entrepreneurial spirits. Their hard work and a commitment to client service has made Piedmont the success it is today.
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