Waterford Capital

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14175 Proton Rd
Dallas, TX 75244
+1 (214) 363-6920
http://www.waterfordcapital.com

Waterford Capital Investment Advisory Services LLC, a Registered Investment Advisory firm based in Dallas, Texas, specializes in managing and minimizing portfolio risk for high-net-worth families, foundations, and endowments. Founded by Senior Investment Advisor David O'Connor, the firm emphasizes specific risk metrics to design, construct, implement, and manage investment portfolios that can endure and excel through various economic cycles.

Client accounts at Waterford are segregated and custodied on Charles Schwab's institutional platform, ensuring a high level of service and security. The firm also offers structured finance and mergers and acquisitions services through its affiliate, Waterford Capital Inc., a member of FINRA and SIPC, further solidifying its comprehensive investment approach.

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