Times may change. Commitments don't.

William James Investment Group

Today's retirement plan landscape is marked by ongoing change. It all adds up to heightened fiduciary responsibility and new management challenges for plan sponsors.

We take a collaborative approach to helping you address these challenges—including delivering investment advice as an ERISA fiduciary. Working together, we can chart a path to help you manage plan complexity. And we can provide customized advice in three critical areas:

  • Fiduciary governance, including providing updates on fiduciary issues and evaluating fees and expenses
  • Plan health optimization, including assessing provider services and introducing plan feature enhancements
  • Participant retirement readiness, including developing a customized participant education strategy and measuring the impact of participant engagement programs

We are on the front lines of the new retirement, and stand ready to help you and your participants meet the challenges of today's world.

UBS Retirement Plan Consulting Services is an investment advisory program. Details regarding the program, including fees, services, features and suitability, are provided in the ADV Disclosure.

Investment Insights


William James Investment Group

1100 Poydras Street
Suite 900
New Orleans, LA 70163


James R. "Rick" Frayard, CRPS®

Managing Director – Wealth Management
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)
William C. Capell

Senior Vice President – Wealth Management
Senior Managed Accounts Consultant (SMAC)
Robert "Rob" Bickham, CIMA®

Managing Director – Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
Shawna Elaine Prejean

Financial Advisor
Portfolio Manager
Travis Frayard, CFP®

Financial Advisor
Portfolio Manager
Michael A. Bohn

Investment Associate
Nettie H. Minor

Investment Associate
Patricia "Tricia" Barnett

Client Service Associate
Kyli Blanchard Vaughn

Client Service Associate
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