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Boyd Watterson Asset Management, LLC

Headquartered in CLEVELAND, OH

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Firm Information

Boyd Watterson Asset Management, LLC is an investment advisor based in Cleveland, Ohio. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $17.9 billion in assets for clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities. The firm also participates in wrap fee programs.

Boyd Watterson Asset Management, LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114-3179

$17.88B

Assets Under Management

5

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

BOYD WATTERSON ASSET MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

Cleveland, OH

location

CLEVELAND, OH

location

Bloomfield Hills, MI

location

Tampa, FL

location

Bloomfield, MI

Advisors at Boyd Watterson Asset Management, LLC

View All 18 Advisors
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Theodore Noel Hellmuth

RA

CLEVELAND, OH

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Stephen Bradley Fush

CFA®, RA

CLEVELAND, OH

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Brian A Convery

CFA®, RA

CLEVELAND, OH

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Justin Charles Waggoner

RA

CLEVELAND, OH

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Patrick Joseph Prato

RA

CLEVELAND, OH

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Michael Edward Bee

RA

CLEVELAND, OH

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Unclaimed
Deborah Jean Leet

RA

CLEVELAND, OH

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Unclaimed
Timothy Michael Hyland

RA

CLEVELAND, OH

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Disclosures

There are no public disclosures for Boyd Watterson Asset Management, LLC.

Frequently Asked Questions (8)

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