Boyd Watterson Asset Management

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1801 E 9th St Ste 1400
Cleveland, OH 44114
+1 (216) 771-3450
https://www.boydwatterson.com

Boyd Watterson Asset Management, founded in 1928 and headquartered in Cleveland, Ohio, is a well-established investment firm with a total assets under management of $0.9 billion, which includes a real estate component of $0.2 billion and a fixed income and equity portion totaling $0.6 billion. The firm prides itself on its experienced team of 127 dedicated employees, including 15 CFA charterholders, and emphasizes exceptional client service and tailored portfolio solutions.

The firm operates with a commitment to stability, honesty, integrity, and dependability, ensuring that it navigates portfolios through various market cycles to generate above-average investment returns while maintaining a moderate risk profile. Boyd Watterson's collegial culture fosters open dialogue and accountability, leveraging decades of collective wisdom to meet the diverse needs of its clients and investors.

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