Boyd Watterson Asset Management, based in Charlotte, NC, is a well-established investment firm with a rich history dating back to 1928. With a total assets under management of $0.4 billion, the company specializes in real estate and fixed income investments, offering innovative solutions with risk-adjusted returns and a strong focus on exceptional client service.
Boyd Watterson prides itself on its team of experienced professionals, including 13 CFA charterholders and 44 individuals with Master's Degrees, who provide tailored portfolio solutions and frequent communication to clients. The company's commitment to honesty, integrity, and dependability, along with its stable investment beliefs and deep market expertise, positions it as a trusted partner for investors seeking above-average returns within a moderate risk profile.
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