Copley, OH Office

Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high‑net‑worth clients. The firm manages roughly $80.7 million across about 147 client accounts and offers asset allocation, investment selection, option income and hedging, and retirement and tax‑oriented planning.

Investment decisions are guided by client Investment Policy Statements and model portfolios, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The firm applies charting, technical, quantitative, and cyclical analysis and implements both long‑ and short‑term trades using tools such as covered calls, cash/margin‑secured puts, and margin borrowing.

Noteworthy among peers, Watch Guard routinely uses borrowing (margin) and derivatives inside separately managed accounts and emphasizes option‑income strategies like covered‑call writing, practices that are uncommon for similarly supported firms. The firm also offers free educational seminars and workshops, manages client assets internally, and primarily recommends Charles Schwab for custody, a combination of features that may influence suitability, execution, and reporting.