Waterford Capital Investment Advisory Services, LLC is a Registered Investment Advisory firm (RIA) headquartered in Dallas, Texas. Senior Investment Advisor and founder David O'Connor and his team focus on specific risk metrics to create investment portfolios that endure and excel through various economic cycles.
Waterford designs, constructs, implements and manages investment portfolios for high-net worth families, foundations and endowments. Waterford's client accounts are segregated and custodied on Charles Schwab's institutional platform. We invite you to peruse our website with the hopes that you learn something new and find our approach interesting enough to justify a meeting/consultation.
Waterford designs, constructs, implements and manages investment portfolios for high-net worth families, foundations and endowments. Waterford's client accounts are segregated and custodied on Charles Schwab's institutional platform. We invite you to peruse our website with the hopes that you learn something new and find our approach interesting enough to justify a meeting/consultation.
Services
The mission of the firm is to serve as the trusted adviser when families and institutions seek to construct long-term investment plans. Our approach is systematic, methodical and utilizes the most efficient tools available today. It is my experience that the wirehouses, with their product-focused envrionment, don't have the best interests of the customer in mind.
Waterford Capital's foundation is the belief that our client's investment portfolios must adhere to established risk parameters for success. Our discipline revolves around the reduction of risk in so much as it doesn't forfeit portfolio returns. Clients must be able to quantify the risk they are taking in order to evaluate their strategy(ies).
The key to designing a successful investment portfolio is having assets with different risk characteristics or low correlations. Assets and asset classes have become more highly correlated over the last 10 years. As the world economies have become more intertwined, the performance of those international markets has been very similar.
Upon the review of a customer's tolerance for risk and liquidity needs, we construct an asset allocation model that consists of cash, bonds, equities and, if applicable, alternatives. The cash and bond component is structured around a customer's need for liquidity, current tax situation, and the current interest rate environment.
Upon identifying our client's risk profile, liquidity concerns and capacity, we build a portfolio around three investment strategies. Each of the following strategies has been designed to meet specific risk/return profiles. Combining these strategies in specific models allows us to create a solution that complies with our client's investment policy statement.
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