DYNAMIC
WEALTH MANAGEMENT PLATFORM
As a fiduciary asset management firm in Austin, 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
Chart Of the Week – Over A Century Of Tax Rates
This chart shows the top marginal federal income tax rate in the United States since 1920.
This Week on Wall Street – Week of April 13th
The stock market rallied last week following the announcement of a two-week ceasefire between the U.S.
Q4 2025 Market Commentary
Equity Markets U.S. Equities Despite headwinds from multiple directions, including softening enthusiasm around artificial intelligence, a weakening labor market,[…]