The firm and its predecessor firms have been in continuous business since 1928
Assets under management, including gross real estate assets under management and unified managed accounts
Gross real estate assets under management
Gross fixed income and equity assets under management
Gross fixed income and equity assets under management
Cleveland, OH
Chicago, IL
Bloomfield Hills, MI
Denver, CO
Tampa, FL
Washington, DC
The above information is as of March 31, 2024.
*Including real estate assets managed in separately managed accounts and advisory-only unified managed accounts (UMA).
128 dedicated employees
Average senior leadership tenure with the firm is 11 years
13 CFA charterholders and 45 Master’s Degrees
Direct access to portfolio managers
Tailored portfolio solutions available
Frequent communication and comprehensive reports
Long-tenured personnel with deep familiarity of client and investor needs
Collegial environment encourages idea exchange
Environment of respect and trust fosters open dialogue
Culture + ownership promotes accountability and high employee retention
“Boyd Watterson is a company whose success is built upon the principles of honesty, integrity and dependability. Stability in our investment beliefs, our people and our client relationships are the hallmarks of our organization. Our team members rely on the collective wisdom born from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments, adding substantial value by generating above-average investment returns within asset classes, product strategies and investment mandates, while maintaining a moderate risk profile relative to peers.”
– Brian Gevry, CFA | CEO/CIO of Boyd Watterson
SEC registration does not constitute an endorsement of the Firm by the SEC nor does it indicate that the Firm has a particular level of skill or ability.
This website is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The information, opinions, and views contained herein are current only as of the date hereof and are subject to change at any time without prior notice. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this website will equal any corresponding indicated historical performance levels.
