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.
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.
INTELLIGENT WEALTH SOLUTIONS (IWS)
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.
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.
RESEARCH & INSIGHTS
A Market Changing Seasons
Please enjoy the first theme release in our six-part series leading up to the release of Waterloo Capital’s 2026[…]
This Week on Wall Street – Week of December 15th
In the last full trading week of the year investors are hopeful that Santa Claus will bring us a[…]
This Week on Wall Street – Week of December 8th
MARKET COMMENTARY The December rally stood tall with all major indexes closing higher last week. While the upcoming week[…]