Boyd Watterson Asset Management
Boyd Watterson Asset Management is a firm that manages equity and fixed income portfolios for a wide range of clients. Its services are provided for institutions, sponsors of various types of retirement programs, and individual investors. Its profile is available on the PitchBook platform, though you must have access to read the full profile.
Conflicts of interest
When a financial advisor recommends a security to a client, he or she may be influenced by his or her own interests. For example, an advisor may recommend a security that was recently taken public or that he or she controls. This can create a conflict of interest because the advisor may be more inclined to push an affiliated product than a nonaffiliated one.
Average client balance
Boyd Watterson Asset Management is a financial firm that provides a variety of financial advisory services to help clients meet their life goals. These services include creating a comprehensive financial plan and managing an investment portfolio. Additionally, the firm offers tax planning and estate planning services. Life event planning services are also available.
The firm manages money for many clients, including retail investors and high-net-worth individuals. It also works with investment companies, pooled investment vehicles, pension plans, and charitable organizations. In addition, the firm manages money for corporations, state and municipal governments, and insurance companies.
Compensation for employees
Boyd Watterson Asset Management, LLC is an independent investment advisor with headquarters in Cleveland, Ohio, that specializes in equities, real estate, and fixed income. The firm advises more than 1,500 clients who are individuals, religious institutions, and Taft-Hartley funds. The firm employs 78 people, and 21 of them are registered investment adviser representatives.
Boyd Watterson Asset Management employees are eligible for a competitive salary based on their education and experience. This compensation data is based on self-reported data from employees and third-party sources. However, it is important to note that these figures are only an approximation and may differ from actual salaries.
Investment strategy is a key component of the investment process. Investment managers use different investment strategies to invest in stocks, bonds, and other financial instruments. These strategies involve different levels of risk and can lead to the loss of principal. Performance may vary from one year to another depending on investment strategy and fees charged by the investment management firm. Market fluctuations and contributions and withdrawals from clients may also affect the results.
Boyd Watterson Asset Management has an investment strategy that focuses on diversified portfolios. The firm manages equity and fixed-income portfolios for individual investors and institutional investors. It is a 3M+ company. Its investment strategy involves a range of composites, including bond funds, fixed income, and bank loans.
Investment grade corporate bonds
Boyd Watterson Asset Management invests in a variety of investment grade corporate bonds. The firm uses a blend of investment strategies to achieve a balance of current income and capital appreciation. The investment style focuses on short to medium-term maturities and B or better corporate bonds.
The fund has a relatively short duration, ranging from 1.5 to 4.5 years. It is based on a fundamental analysis of corporate bond prices and seeks to capitalize on inefficiencies in the public trading market. The firm also invests in bank loans and fixed income securities.
Pooled investment vehicles
Boyd Watterson Asset Management, LLC offers portfolio management services to businesses, institutions, and charitable organizations. Their services cover a range of products and charge either a percentage of assets under management (AUM) or a flat fee. The fee structure for portfolio management services varies between firms and is based on a percentage of AUM or fixed fees.
Pooled investment vehicles are a way to invest in stocks and bonds. By pooling money from multiple investors, a pooled investment fund offers investors the opportunity to buy shares at a lower price. In addition, it allows investors to spread their money out among many different investments. Because many businesses need assistance managing their financial investments, they often turn to financial advisors. In addition to advising clients on the best investments, they oversee the performance of their portfolios.