A complete list of active advisors currently associated with Waterstone Advisors LLC

Warmer can help you find a great advisor at Waterstone Advisors LLC or one who fits your needs even better.

Waterstone Advisors LLC provides discretionary portfolio management, securities research, and portfolio consulting to individuals, families, small businesses, charitable organizations, and other investment advisers. The single-advisor firm manages client assets directly and also delivers research and advisory work to external portfolios. The firm is primarily an equity manager that emphasizes fundamental analysis, dividend-paying stocks, and multi-factor quantitative screening, typically favoring buy-and-hold positions measured in years. Portfolios are managed on a discretionary basis with attention to valuations, position sizing, cash management, and a target range of holdings (generally up to about 50 positions), with technical indicators used as an adjunct to fundamental research. Waterstone is atypical among independent solo advisers because it accepts charitable clients and provides research and consulting to other investment advisers; its research is used by a third-party adviser that manages approximately $75 million. The firm pairs a single-advisor structure with institutional experience and supplemental consulting offerings — including periodic economic and geopolitical analysis and ongoing portfolio consulting for external clients.

To learn more about the advisors currently working at Waterstone Advisors 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.