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Partnerships Built On

Your Vision & Your Values

Why Waterloo? Waterloo Capital offers unparalleled critical infrastructure and a growth partnership mindset, empowering you to achieve your goals. Our partnership programs are designed to accelerate your growth while allowing you to maintain your identity.

Critical

Infrastructure

IWS Intelligent Wealth Solutions

Public Market Investment Platform

Compliance, Technology,
Operational Consulting & Sales Support

Private Market
Investment Platform

Financial Planning

“WE DESIGN SOLUTIONS TO SUPPORT THE WAY YOU WANT TO RUN YOUR BUSINESS”

John Chatmas
Waterloo CEO

Family Office Services

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Ways

to Partner

Powerful Capabilities Custom-Tailored to Our Partner’s Needs
As one of the nation’s leading RIAs, we have built our powerful infrastructure to fulfill the exacting needs of our growing team of advisors. Our unique capabilities combined with our commitment to our partner’s success set us apart in the industry.

Full-Service Model

  • Maintain your firm’s unique identity and values
  • Access our comprehensive suite of practice management services and support

Join Waterloo

  • Find a new home for your book of business with us
  • Become a part of the Waterloo Team

Succession Plan

  • At your discretion, our advisor program provides you with a defined succession plan that focuses on maintaining the legacy of your firm and continuing to deliver exceptional value to your clients

Outsourced Chief Investment Officer (OCIO)

  • Explore the advantages of our team taking on the OCIO responsibilities for your business

Alternative Investment Consulting

  • Manager Sourcing and Due Diligence Services
  • Administrative Services
  • Access to Waterloo Capital’s Alternative Investment Platform

We are Always

Partner Focused

Eberly Wealth
Market Street Capital
Strategic Capital
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Lighthouse Financial Advisors
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Advisor Resources

Billing Interface

Analytics Interface

Learning Hub

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