Waterloo Capital

Waterloo Capital is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and we believe your plan should be tailored to your unique objectives in order to be successful. From financial planning to private and public investments, Waterloo Capital designs intelligent wealth solutions that work for you. We are dedicated to offering fully diversified and customized portfolios. Our combination of service, expertise and unparalleled access to alternative investments is what sets us apart from the competition and guides us day after day. Like many great companies, Waterloo Capital was born out of a problem identified in the marketplace. In the early 2000s, it had become obvious to John Chatmas that in order to serve clients in a truly objective manner, a conflict-free environment was required; a recognition that laid the groundwork for what later became Waterloo Capital. Our primary goal is to combine everything an investor would want from a large institutional firm with the personal attention he or she would receive from a boutique firm. We have a deep understanding of our clients’ financial situations, their needs, their goals, and their long-term dreams, which allows us to mold investment strategies that best suit their needs — not ours. We provide our clients with a full range of financial services that are constructed to grow and protect wealth. This combination of service, expertise and unparalleled access is what separates Waterloo Capital Management from the competition.

Website

http://www.waterloocap.com

External link for Waterloo Capital

Industry

Financial Services

Company size

11-50 employees

Headquarters

Austin, Texas

Type

Privately Held

Founded

2004

Specialties

Private Wealth Management, Investment Management, Asset Allocation, Portfolio Diversification, Investing, Alternative Investments, Estate Planning, Financial Planning, Financial Services, Charitable Giving, Real Estate Investing, Wealth Management, Capital Management, Financial Advising, Portfolio Management, Asset Management, Risk Management, Personal Finance, Public Markets, Private Markets, Private Investing, Alternative Investments, Institutional Investing, Intelligent Trading, Quantitative Modeling, Investment Solutions, Trading Solutions, Quantitative Investing, Quantitative Modeling, Personalized Planning, Investment Solutions, Business Planning, Investment Consulting, and Investment Services