Partnerships built on your vision & your values
JOIN WATERLOO CAPITAL — ONE OF THE FASTEST-GROWING RIAs IN THE NATION.
Why Waterloo
Our partnership programs are designed to accelerate your growth while allowing you to maintain your identity. By focusing on your needs, we offer the flexibility, support, and critical infrastructure to help you achieve your goals.
In today’s dynamic market, driving sustainable growth requires a partner who understands your unique identity and values. That’s why our program is built to work for you and with you. By offering our advisor partners multiple ways to work with us, we find a solution that fits your needs, no matter where you stand in the lifecycle of your business.
The Waterloo Way
Powerful Capabilities Custom-Tailored to Our Partner’s Needs
As one of the nation’s leading RIAs, we have developed robust tools and powerful infrastructure to fulfill the needs of our growing team of advisors. Our unique capabilities and commitment to our partner’s success set us apart in the industry.
Ways to Partner
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
To Learn More About the Waterloo Advisor Partnership Programs:
Please email us at partnerships@waterloocap.com or give us a call at 512-777-5900. We look forward to connecting with you.