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Boyd Watterson Through the Years


Washington, D.C. Office Opened

Boyd Watterson opened its Washington, D.C. office


Second Real Estate Fund Launched / Headquarters Relocated

Boyd Watterson launched the State Government Fund and moved its headquarters up East 9th Street in Cleveland to the Tower of Erieview


Michigan office opened

Boyd Watterson opened its Bloomfield Hills, Michigan office


First mutual fund launched

Boyd Watterson launched its first mutual fund: Limited Duration Enhanced Income Fund


BWAM Became Privately Held / First Real Estate Fund Launched

BWAM Management led the acquisition of all publicly held stock and became a privately held company again and the GSA Fund is launched


Titanium Acquired Boyd Watterson

Boyd Watterson is acquired by Titanium Asset Management Corporation, adding the Chicago Real Estate Advisory Group to the company


Boyd’s Employees Purchased Cleveland Operations

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


Mercantile Bankshares Co. Acquired Boyd Watterson

Mercantile Bankshares Corporation acquired Boyd Watterson to complement its institutional fixed income product offerings


Boyd Watterson Asset Management, LLC

Employees purchased the Cleveland operations and returned to the company’s roots with the name Boyd Watterson Asset Management, LLC


Duff & Phelps Investment Management Co. formed

Boyd, Watterson & Co. merged with Duff & Phelps to form Duff & Phelps investment Management Co., which was later acquired by Phoenix Investment Partners


Earned CFA Charter Number 24

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


Company Name Changed

Company name is changed to Boyd, Watterson & Co.


David G. Watterson Joined

David G. Watterson joined Boyd, Moore & Co.


Boyd, Moore & Co. Founded

Boyd, Moore & Co. is founded by Robert M. Boyd and Franklin C. Moore in Cleveland, Ohio