Waterloo Capital Management Information

We are an independent wealth management firm dedicated to offering fully diversified and customized portfolios for high-net-worth individuals and families in Austin and around the world. Our combination of service, expertise and unparalleled access to alternative investments is what sets us apart from the competition and guides us day after day. Like many great companies, Waterloo Capital Management was born out of a problem identified in the marketplace. In the early 2000s, it had become obvious to John Chatmas that in order to serve clients in a truly objective manner, a conflict-free environment was required; a recognition that laid the groundwork for what became Waterloo Capital Management. Our primary goal is to combine everything an investor would want from a large institutional firm with the personal attention he or she would receive from a boutique firm. We have a deep understanding of our clients’ financial situations, their needs, their goals, and their long-term dreams, which allows us to mold investment strategies that best suit their needs — not ours. We also provide our clients with a full range of financial services that are constructed to grow and protect wealth. This combination of service, expertise and unparalleled access is what separates Waterloo Capital Management from the competition. (512) 693-4330