Boyd Watterson Asset Management Llc/oh
Boyd Watterson Asset Management, LLC is an independent, beneficially employee-owned investment advisory firm headquartered in Cleveland, Ohio. The company specializes in innovative fixed income and real estate strategies for institutional and individual clients and has been in continuous business since 1928. Boyd Watterson employs around 80 professionals and operates with the dedication and resources of a boutique firm while managing significant assets for a diverse client base. Its core values include honesty, integrity, inclusivity, and professional development.
Investment Strategy
Boyd Watterson delivers risk-adjusted investment solutions focusing on fixed income and real estate strategies. The firm leverages decades of experience and proprietary tools to generate above-average returns within diverse asset classes and mandates while maintaining a moderate risk profile. Portfolios are customized to client-specific investment policy parameters, particularly for institutions. Boyd Watterson’s approach relies on honesty, integrity, and collective wisdom to navigate market cycles and provide substantial value.
Top Holdings
Equity Positions (412)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 8.06% | $25.6M | 51,488 | $86.74 | $497.41 | +$6.1M |
S SPY | SPDR S & P 500 ETF Trust | 7.52% | $23.9M | 38,695 | $237.20 | $617.85 | +$2.3M |
A AVGO | Broadcom Inc | 4.65% | $14.8M | 53,593 | $29.79 | $275.65 | +$5.8M |
G GOOGL | Alphabet Inc-CL A | 3.51% | $11.1M | 63,252 | $68.86 | $176.23 | +$1.3M |
J JPM | J P Morgan Chase | 3.46% | $11.0M | 37,977 | $96.29 | $289.91 | +$1.9M |