Waterloo Way

We are Waterloo Capital, an SEC-registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.

Waterloo Capital is a collaborative team of experts bringing dedicated solutions to high-net-worth and institutional clientele.

Meet the Team

Randy Flowers, CFA

Randy Flowers, CFA

Portfolio Manager

As Portfolio Manager, Randy oversees and trades IWS public market investment strategies. His role encompasses idea generation, investment selection and implementation, portfolio analysis, and on-going portfolio management. In addition to these duties, Randy actively contributes to the thought leadership and commentary published by the IWS investment team. He draws from previous experience at the Pacific Investment Management Company (PIMCO) and Aspiriant LLC. Randy graduated Magna Cum Laude from Southwestern University and holds the Chartered Financial Analyst (CFA) designation.