Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928. For more than 85 years, we have successfully managed a broad range of portfolios for both institutions and individuals. Our team members rely on a collective wisdom borne from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments. Our focus is on the management of money and a dedication to superior client service. We offer the unique benefits of a boutique firm but with the resources usually attributable to much larger asset management firms. Stability in our investment beliefs, our people, and our client relationships are the hallmarks of our organization.
View Top Employees from Boyd Watterson Asset ManagementWebsite | http://boydwatterson.com |
Revenue | $15.6 million |
Funding | $528 million |
Employees | 140 (140 on RocketReach) |
Founded | 1928 |
Address | 1301 E 9th St STE 2900, Cleveland, Ohio 44114, US |
Phone | (216) 771-3450 |
Fax | (216) 771-4454 |
Technologies |
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Industry | Investment Management, Finance General, Other Capital Markets/Institutions, Fixed Income, Finance, Real Estate, Equity |
Web Rank | 4 Million |
Keywords | Asset Management, Wealth Management, Portfolio Management, Investment Management Services, Financial Services, Money Management, Boutique Investment Firm, Institution |
Competitors | Howard Capital Management, Inc., Moreton & Company, Plancorp, LLC, Shepherd Kaplan LLC, Westwood Holdings Group, Inc. |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 525 Companies, NAICS Code 52591 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies |
Looking for a particular Boyd Watterson Asset Management employee's phone or email?
The Boyd Watterson Asset Management annual revenue was $15.6 million in 2024.
Patricia Jamieson is the CFO of Boyd Watterson Asset Management.
140 people are employed at Boyd Watterson Asset Management.
Boyd Watterson Asset Management is based in Cleveland, Ohio.
The NAICS codes for Boyd Watterson Asset Management are [525, 52591, 52, 5259].
The SIC codes for Boyd Watterson Asset Management are [67, 672].