Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Gevry is an Investment Advisor Representative at Boyd Watterson Asset Management, LLC. Alec holds a Series 65 license and is registered to provide investment advisory services in Ohio. Alec previously worked at TruComposition and has experience in the financial services industry since 2017. Alec is also a member of Cedar St. Properties, LLC, which owns a rental property in Oberlin, Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
08/14/2024 - Present
Boyd Watterson Asset Management, LLC (Cleveland OH)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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