Boyd, Moore & Co. is founded by Robert M. Boyd and Franklin C. Moore in Cleveland, Ohio
David G. Watterson joined Boyd, Moore & Co.
Company name is changed to Boyd, Watterson & Co.
David Watterson earned CFA charter number 24 as part of the first class of charterholders, beginning the company’s strong commitment to the Chartered Financial Analyst Institute and Program
Boyd, Watterson & Co. merged with Duff & Phelps to form Duff & Phelps investment Management Co., which was later acquired by Phoenix Investment Partners
Employees purchased the Cleveland operations and returned to the company’s roots with the name Boyd Watterson Asset Management, LLC
Mercantile Bankshares Corporation acquired Boyd Watterson to complement its institutional fixed income product offerings
PNC Financial Services Group, Inc. purchased the interests of Mercantile Bankshares Corporation. Seven months later, Boyd Watterson employees purchased the Cleveland operations and advisory services from PNC
Boyd Watterson is acquired by Titanium Asset Management Corporation, adding the Chicago Real Estate Advisory Group to the company
BWAM Management led the acquisition of all publicly held stock and became a privately held company again and launched its first open-ended strategy real estate fund
Boyd Watterson launched its first mutual fund: Limited Duration Enhanced Income Fund
Boyd Watterson opened its Bloomfield Hills, Michigan office
Boyd Watterson launched a second open-ended strategy real estate fund and moved its headquarters up East 9th Street in Cleveland to the Erieview Tower
Boyd Watterson opened its Washington, D.C. office and launched a closed-end strategy real estate program created for a private bank with international investors
Boyd Watterson launched a second closed-end strategy real estate program created for a private bank with international investors
Boyd Watterson opened its Denver, Colorado office and launched an open-end strategy real estate REIT
Our clients’ interests come first, our firm’s second, our own last.
Honesty and integrity are fundamental to our character and relationships.
Achieving the firm’s goals requires an inclusive, not exclusive environment.
Team success demands shared responsibility and individual accountability.
We promote professional development while supporting a work/life balance.
Identifying a problem requires helping create and implement a solution.
We value wisdom in addition to knowledge.
We believe developing proprietary tools and processes adds value for our clients.
We focus on SIRP investments: “Safe Income—Right Price.”
Our philosophy focuses on a top-down approach first, a bottom-up approach second.
Downside protection does not exclude upside participation.
90+ years of history makes us realistic about challenges and optimistic about the future.
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).
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.