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
Bloomfield Hills, MI
The above information is as of September 30, 2023.
*Including real estate assets managed in separately managed accounts and advisory-only unified managed accounts (UMA).
“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.
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