We are Waterloo Capital Management, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo Capital, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.
Waterloo Capital Austin is a collaborative team of experts delivering tailored solutions to high-net-worth and institutional clientele.
WHY WATERLOO?
Waterloo’s 360° Critical Infrastructure™ provides the foundation—combining investment access, operational support, client service, and technology—so you can scale efficiently while staying true to your identity.
Our partnership programs are built to accelerate your growth without compromising your independence.
CLIENTS
DYNAMIC WEALTH MANAGEMENT PLATFORM
Waterloo’s dynamic wealth management platform brings together financial & estate planning, public market, private market, and family office services. We utilize proprietary cutting-edge technology to enhance client portfolios and effectively manage risk.
INTELLIGENT WEALTH SOLUTIONS
Waterloo Capital’s premier internal asset management and public market investment platform offers specialized services and oversight in the design, implementation, management, and monitoring of investment strategies.
FINANCIAL PLANNING
We understand our clients through extensive due diligence and create a customized plan to address personal, business, and estate planning needs with an emphasis on minimizing taxes and liability protection.
FAMILY OFFICE SERVICES
Our family office services platform provides families with the full suite of comprehensive services to help simplify and manage wealth today and for future generations.
INSTITUTIONAL QUALITY ALTERNATIVES
Waterloo’s private market investment platform provides unparalleled access to top alternative investment managers around the world. Our clients invest alongside university endowments, corporate pension plans, and institutional clientele.
OUR CORE VALUES
Waterloo has integrity
Waterloo treats every business decision, from agreements with advisors and vendors, to decisions about investment strategies, and all decisions in between, with high moral and ethical standards. Waterloo believes in our mission statement for the long term and believes that having compassion and integrity will continue to pay dividends in our professional and personal lives.
Waterloo has compassion
Waterloo is empathetic to our clients and advisors. We know how hard it can be to perform as an advisor and we take empathy into account when we interface with our team. Waterloo is also aware that life and a work/life balance can be challenging at times for our employees, and we strive to ensure that everyone feels safe and advocated for, independent of their role or status at Waterloo.
Waterloo does whatever it takes
Waterloo employees work hard. Waterloo does not stop until there is a timely solution or resolution to a problem or assignment because they own the problem or assign it to someone who they know will own it.
While there are defined roles and responsibilities at Waterloo, nobody is too good to help our employees, advisors, or clients when there is a pressing need. This means anything from helping direct a question to an answer to cleaning up the break room if you find a mess.
RESEARCH & INSIGHTS
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Let’s Connect
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