A complete list of active advisors currently associated with B. Water Investments

Warmer can help you find a great advisor at B. Water Investments or one who fits your needs even better.

B. Water Investments provides discretionary portfolio management, financial planning, financial consulting, and assets-under-advisement to individuals, high-net-worth clients, corporations and institutional investors. The firm offers tailored account management and one-time or ongoing due diligence reviews of held-away assets for clients who seek active investment oversight. The advisor emphasizes technical analysis and an active, market-timing approach that incorporates a proprietary “Waconomics” (water economics) perspective to evaluate inter-market relationships, and routinely implements frequent trading, hedging, and model-portfolio adjustments. Strategies may include options and other derivatives, short sales, margin use, and authorized digital-asset exposure, and accounts are generally managed on a discretionary basis. Distinctive features include the availability of performance-based fee arrangements for qualified clients and the firm’s use of borrowing and derivatives in separately managed accounts—practices that are uncommon among similarly categorized advisers. The advisor is also a licensed insurance agent, has a separate mortgage-industry affiliation, and operates a nonprofit publishing the firm’s water-economics research, all of which the firm discloses as potential conflicts of interest.

To learn more about the advisors currently working at B. Water Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.