Boyd Watterson

Boyd Watterson Asset Management, LLC is an independent, employee-owned investment advisor that provides innovative investment solutions with a focus on risk-adjusted returns and exceptional client service. The firm specializes in managing client portfolios across a variety of fixed income, real estate, and equity strategies, including alternative assets like infrastructure. They offer separately managed accounts, tailored solutions, sub-advisory services, and mutual fund advisory services to a diverse client base, including Taft-Hartley funds, foundations, endowments, healthcare organizations, public entities, corporations, faith-based organizations, insurance companies, and advisory clients.

The firm and its predecessor entities have a long history in the investment management industry, tracing their roots back to 1928. With over 90 years of experience, Boyd Watterson has successfully managed a broad range of portfolios for both institutions and individuals. The company's success is built on principles of honesty, integrity, and dependability, with stability in investment beliefs, personnel, and client relationships being core hallmarks of the organization.

Boyd Watterson's investment approach emphasizes generating above-average investment returns within specific asset classes, product strategies, and investment mandates, while maintaining a moderate risk profile relative to peers. Their real estate strategies involve investing in commercial properties, such as office, warehouse, and flex spaces, primarily leased to high credit-quality tenants. The fixed income capabilities span various maturity and quality spectrums, offering products from short-term to core plus and high quality to high yield. The firm's team comprises experienced and dedicated professionals, including CFA charterholders and individuals with Master's Degrees, who leverage collective wisdom to navigate diverse market cycles and economic environments.