A complete list of active advisors currently associated with WaterShip Private Capital Management, LLC

Warmer can help you find a great advisor at WaterShip Private Capital Management, LLC or one who fits your needs even better.

Watership Private Capital Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and other institutions. The firm provides comprehensive financial planning, single-topic financial consulting, discretionary investment management through access to model portfolios, and retirement plan consulting with ERISA-focused services. Portfolios are constructed using asset allocation, tactical and strategic allocation, and fundamental analysis, and are implemented via a model marketplace that includes Altruist-generated, third-party, and custom models. The adviser manages accounts on a discretionary basis, monitors and rebalances holdings as needed, and uses a mix of mutual funds, ETFs, individual securities, options, and REITs. Distinctive features include an affiliated insurance practice: the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products through a separate insurance business, a potential conflict the brochure discloses and addresses with policies and client disclosure. The firm also offers ERISA Section 3(21) and 3(38) fiduciary retirement plan consulting and pension-related services—capabilities that are less common among independent advisers of this type and size—and operates as a newly formed registered adviser.

To learn more about the advisors currently working at WaterShip Private Capital Management, LLC, 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.