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Boyd Watterson Learn More Contact Us September 23, 2020 Aggregate housing data slowed in August, but the data below the surface reveals some potential shifts in the long-term preferences of buyers.
Housing starts and building permits declined month-over-month (m/m) in August, but this was driven almost entirely by a decline in multi-family apartments...
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Our Mission

Our objective is to strive to effectively and efficiently provide access and availability to Boyd Watterson’s investment capabilities to the full satisfaction of our customers by providing innovative investment solutions with risk-adjusted returns, all while delivering outstanding client service.
0+
Years of
Experience

The firm and its predecessor firms have been in continuous business since 1928

$0.6B*
Firm Total
AUM

Assets under management, including gross real estate assets under management and unified managed accounts

$0.6B*
Real Estate portion
of Total AUM

Gross real estate assets under management

$0.0B*
Fixed Income and Equity
portion of Total AUM

Gross fixed income and equity assets under management

0
Office
Locations

Cleveland, OH

Chicago, IL

Washington, DC

Bloomfield Hills, MI

Brandon, FL

The above information is as of June 30, 2020.

*Including gross real estate assets under management and advisory-only unified managed accounts. Please see Boyd Watterson’s Firm ADV Part 1 for Regulatory AUM.

Our Competitive Edge

A Team of Experienced,
Dedicated People

98 dedicated investment professionals averaging 17 years of experience

Average tenure with the firm is 7 years

10 CFA charterholders and 41 Master’s Degrees

A Commitment to Exceptional
Client Service

Direct access to portfolio managers

Tailored portfolio solutions available

Frequent communication and comprehensive reports

Long-tenured personnel with deep familiarity of client needs

A Dynamic Culture


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.

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