WaterStone Investment Counsel, LLC, an independent investment management firm, has been providing customized portfolio management for investors since 1995.
Portfolios are comprised of individual stocks, bonds, and ETF's. All portfolios are constructed and separately managed on an individualized basis. Assets are actively monitored on an on-going basis and changes are made given the current market conditions and outlook. All accounts are held by either Fidelity Investments or Charles Schwab & Co.
As investment advisors to clients throughout the United States, we are experienced in all areas of wealth management such as: IRA's, IRA rollovers, Roth IRA's, 401(k)'s, 401(k) rollovers, retirement planning, and investment management.
We always have a client first mentality. We strive for nothing less than perfection and a strong commitment to excellence. Our experience and expertise can put you on the road to wealth accumulation and wealth preservation. From all areas of investment management to retirement income strategies, our firm is here to serve you.
We provide investment management and counseling services to individuals, businesses, and foundations. Whether you are looking for a more straight-forward portfolio structure or you require a more advanced investment strategy, WaterStone will work closely with you to achieve your desired results within your risk parameters.
We offer portfolio management for small-cap, mid-cap, large cap, balanced, and fixed income portfolios. But we concentrate on mid-cap equities for our growth oriented clients. We gravitate toward stocks that fall under the radar of larger mutual funds, pension plans, and endowments. We use both fundamental and technical analysis in our screening process.