Ted Hellmuth
Senior Vice President Portfolio Strategist at Boyd Watterson Asset Management Llc/oh
About
Ted Hellmuth is Senior Vice President Portfolio Strategist at Boyd Watterson Asset Management in Cleveland, Ohio. In this role since 2002, he focuses on investment strategy for small institutions, retail investment platforms, and individual clients, providing tailored portfolio solutions and maintaining strong client relationships.
Hellmuth has built extensive expertise across multiple asset classes; his primary focus includes fixed income, real estate strategies, and multi-asset portfolios designed to maximize risk-adjusted returns for institutional and retail investors. His three decades of experience include previous roles as Co-Founder at Carnegie Capital Asset Management and Partner & Investment Officer at Roulston and Company, contributing to his broad perspective on asset allocation and investment management.
Hellmuth holds a Bachelor's degree in Business/Managerial Economics from Hillsdale College and is recognized for his deep industry knowledge and client-focused approach. Throughout his career, he has been known for developing optimal strategies, identifying investment opportunities, and driving strong performance for clients in the investment advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boyd Watterson Asset Management | Senior Vice President Portfolio Strategist | May 2002 to Present | — |
| Carnegie Capital Asset Management | Co Founder | Jan 1991 to Jan 2002 | One of the founders of the investment advisory practice at Carnegie Capital Asset Management, which today is approaching $1 billion in assets under management. Partnered with Charles Schwab and Compan... |
| Roulston and Company | Partner Investment Officer | Jan 1982 to Jan 1991 | Served as partner at Roulston and Company, a Cleveland based institutional brokerage and money management firm. As an institutional trader, specialized in trading with large mutual funds and investmen... |
Education
Hillsdale College
Bachelor's degree, Business/Managerial Economics
1970 — 1974
Hawken
Skills & Expertise
Others at Boyd Watterson Asset Management Llc/oh (9)
| Name | Role | Location |
|---|---|---|
| Vice President, Portfolio Manager | Detroit, MI , United States | |
| Chief Executive Officer and Chief Investment Officer | Cleveland, OH , United States | |
G Greg Oviatt | Executive Vice President, Senior Portfolio Manager | Bloomfield Hills, MI , United States |
| Vice President Portfolio Strategist | Golden, CO , United States | |
| Vice President, Senior Data Management Analyst | United States | |
| Senior Research Analyst | Cleveland, OH , United States | |
| Senior Research Analyst | Cleveland, OH , United States | |
| Executive Vice President - Portfolio Management, Head of Washington, DC Office | Washington, DC , United States | |
V Vinamra Rai | Quantitative Researcher | Cleveland, OH , United States |