Menu
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 delivering tailored solutions to high-net-worth and institutional clientele. We offer a growth partnership mindset and unparalleled support to help you achieve your goals. Waterloo’s 360° Critical Infrastructure™ provides the foundation—combining investment access, operational support, client service, and technology—so you can scale efficiently while staying true to your identity.
Our partnership programs are built to accelerate your growth without compromising your independence.
Chief Executive Officer
President and Director of Alternative Investments
Chief Operating Officer
Chief Investment Officer
Director - Client Relations
Director of Advisor Relationships and Strategic Transitions
Marketing Manager
Client Service Associate
Investment Operations Manager
Portfolio Manager
Client Service Associate
Controller
Managing Director
Investment Analyst
Family Office Services
Senior Relationship Manager
Portfolio Manager
Senior Wealth Advisor
Investment Analyst
SVP of Partnerships