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Boyd Watterson Through the Years

2019

Washington, D.C. Office Opened

Boyd Watterson opened its Washington, D.C. office

2018

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

2017

Michigan office opened

Boyd Watterson opened its Bloomfield Hills, Michigan office

2016

First mutual fund launched

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

2013

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

2008

Titanium Acquired Boyd Watterson

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

2007

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

2003

Mercantile Bankshares Co. Acquired Boyd Watterson

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

2000

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

1979

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

1963

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

1956

Company Name Changed

Company name is changed to Boyd, Watterson & Co.

1936

David G. Watterson Joined

David G. Watterson joined Boyd, Moore & Co.

1928

Boyd, Moore & Co. Founded

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