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.

Years of
Experience

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

$0.7B*

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

$0.1B*

Fixed Income and Equity portion of Total AUM

Gross fixed income and equity assets under management

Office
Locations

Cleveland, OH

Chicago, IL

Bloomfield Hills, MI

Denver, CO

Tampa, FL

Washington, DC

The above information is as of December 31, 2022.

*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, CFACEO/CIO of Boyd Watterson