The Waterloo Way

At Waterloo, we don’t believe in cookie-cutter solutions. None of our financial recommendations are ever offered “off the shelf”. Every recommendation we make, every transaction we execute, and every portfolio we touch is completely customized to address a real client need. We choose to do business this way because we are not robots — and neither are our clients. We’re all people here. And every situation is different.

May 22, 2017 – Weekly Market Commentary

Michael S. Schmidt – The New York TimesComey Memo Says Trump Asked Him to End Flynn InvestigationSummary:
Equity markets sold off following reports that President Trump had asked former F.B.I. director James Comey to shut down a federal investigation into former national security advisor Michael Flynn. The S&P 500 posted its worst one-day performance of the year falling 1.8%. The concern for investors is that further investigations could derail tax reform and deregulation efforts which have been priced into current valuation levels. 

May 15, 2017 – Weekly Market Commentary

Lucia Mutikani – ReutersU.S. Labor Market Tightening; Inflation Pressures BuildingSummary:
Applications for US jobless benefits unexpectedly fell last week and April producer prices (PPI) rebounded. The number of Americans on unemployment fell to a 28 and a half year low last month. Benefit claims have remained below the 300,000 threshold associated with a healthy labor market for the longest period since 1970. PPI increased 0.5% to bring the year over year increase to 2.5%. The data shows that the Fed could reach its employment and inflation targets faster than previously thought which could lead to larger or more frequent rate hikes this year. 

May 8, 2017 – Weekly Market Commentary

BBC NewsEmmanuel Macron Defeats Le Pen to Become French PresidentSummary:
Emmanuel Macron secured over 66% of the popular vote to become the French President. The former investment banker is France’s youngest president and leads a new party, En Marche, which he founded after leaving the Socialist party.The immediate international reaction has been a sigh of relief given the populist nature of Le Pen’s policies.Macron has many hurdles ahead of him.The immediate challenge is securing parliamentary support. En Marche has no parliamentary seats and drumming up the backing to secure a majority prior to the June 11th and 18th elections is unlikely.

Texas Growth Fund

Texas Growth Fund Regional Center has engaged Waterloo Capital Management as their investment consultant on a variety of investment-related activities. Click here to find our more.

The Waterloo Team

John Chatmas, Jr.

Chief Executive Officer

John Chatmas, Jr. is the CEO of Waterloo Capital Management. John attended the University of Texas at Austin, graduating with a BBA in Finance. Upon graduation, John accepted a position with Smith Barney at their world headquarters in New York and was accepted into a unique program where he worked with Smith Barney Asset Management, a…

Bennett H. Woodward, CFA

Chief Investment Officer

An award winning money manager and financial industry veteran, Ben began his career in 1982 at ING Investment Centre. While serving as the Chief Investment Strategist at ING, Ben managed equity, fixed income and balanced portfolios. He went on to receive the INDATA award for best 5-year performance out of 720 similarly sized pension funds.…

Don Simoneaux

Managing Director - Alternative Assets

Don Simoneaux is a Managing Director at Waterloo Capital Management responsible for sourcing and evaluating alternative investments. Before joining Waterloo, Don attended Loyola University in New Orleans, where he graduated Magna Cum Laude with a BBA in Finance and Economics and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu.…

Tim Benbow, CFP®

Managing Partner

Tim began his successful financial services career on Wall Street with the large banking conglomerate Credit Suisse. He moved on to spend six years living in three different cities while working in the wireless and telecommunications industry, focusing on sales and operations management. Tim subsequently joined Aramark Corporation as a Region Finance Director in their…

Richard Maurice, CPA*

Senior Financial Advisor

Richard has been providing financial planning, estate planning, and developing and managing low to medium risk portfolios of income producing assets for the past 16 years. After becoming a Certified Financial Planner he began his wealth management and investment advisory career in 2000 with Lincoln Financial Advisors, Inc. (LFA), one of the nation’s premier high-end…

Trey Graham

Analyst

Before joining Waterloo, Trey attended The University of Texas at Austin, graduating with a BBA in Finance, and was a member of the Longhorn football team and the Texas Cowboys service organization. He accepted the investment analyst position at Waterloo in the Spring of 2014 and focuses on research and allocation strategy implementation. When he’s…

Earline Chapa

Senior Client Associate

Earline Chapa is the Senior Client Associate at Waterloo Capital Management.  Earline has 19 years of successful business experience in Financial Services.  She actively holds Series 7, 63, and 66 securities licenses. Prior to Earline’s employment with Waterloo Capital Management she was employed with Merrill Lynch, Pierce, Fenner & Smith from October 1994 to January…

Gery Sadzewicz

Chief Compliance Office

Mr. Sadzewicz is a skilled securities compliance and business professional with thirty years experience in identifying compliance, financial, and regulatory risks at firms including Oppenheimer & Co., Ernst & Young Investment Advisers, Giuliani Capital Advisors, Koch Industries and the Walt Disney Company. During these 30 years, Mr. Sadzewicz served over 12 years as a CCO, CFO,…