A complete list of active advisors currently associated with Watson House Investment Management, LLC

Warmer can help you find a great advisor at Watson House Investment Management, LLC or one who fits your needs even better.

Watson House provides fee-only, discretionary investment management and financial planning to a small group of individual and institutional clients, including trusts and LLCs, overseeing roughly $20 million across 14 client relationships. Advisory services span equities, fixed income, ETFs (including cryptocurrency ETFs), limited partnerships, and written financial plans billed on a fixed-fee basis. Portfolios are tailored to clients’ stated objectives, risk tolerance and time horizon and are constructed using a blend of fundamental, technical and macroeconomic analysis with ongoing monitoring and rebalancing. The firm may use options for hedging and, unusually for independent advisers of this size, can employ derivatives and borrowing within separately managed accounts when appropriate. Distinctive operational features include custody and trade execution through an electronic broker-dealer that also provides technology and research services to the firm, and written policies that permit fee waivers and fixed-fee planning engagements. Decision-making and compliance responsibilities are concentrated within the firm’s principal, who serves as the firm’s compliance officer and manages client accounts on a discretionary basis.

To learn more about the advisors currently working at Watson House Investment 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.