601 Poydras Street, Suite 1808

New Orleans, Louisiana 70130

Phone: 504-525-0808

info@villere.com

www.villere.com

Year firm began: 1911

Number of advisors in firm: 4

Number of clients: 600

Compensation method: Fee-only

AUM: $1.5 billion

Fee for managing assets: sliding scale, starting at 1% of AUM

Clientele: Mix of institutional (foundations, endowments, pension plans, corporations) and high-net-worth individual clients

St. Denis J. (Sandy) Villere II

Senior Partner

Attended Tulane and Vanderbilt Universities and trained as a securities analyst with Spencer Trask & Co. in New York. He is a member of the Association for Investment Management and Research and is a past president of the Financial Analysts of New Orleans organization.

George C. Villere

Managing Partner

A graduate of Rollins College, he also was a securities analyst with Spencer Trask & Co. before returning to Villere & Co. A member of the Association for Investment Management and Research, he is a past president of the Financial Analysts of New Orleans.

George V. Young

Partner

georgey@villere.com

A graduate of the University of Virginia, he trained at Morgan Keegan & Co., and is a member of the Association for Investment Management and Research. He is also a past president of the Financial Analysts of New Orleans.

St. Denis J. (Sandy) Villere, III

Investment Advisor

sandyvIII@villere.com

Received a business degree from Southern Methodist University and was an institutional research analyst and equity salesman with Gerard Klauer Mattison, a Wall Street institutional equity research firm, for two years before coming to Villere & Co.