Waterloo Capital
Financial ServicesView the employees at
Waterloo Capital-
Andrew Johnsen Managing Director - Waterloo Capital
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Dallas, Texas, United States
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Rising Star
Layne Grissom Chief Operating Officer at Waterloo Capital-
Austin, Texas, United States
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Top 10%
Olivia Mary Client Associate at Waterloo Capital-
Rising Star
Don Simoneaux, CAIA President and Director of Alternative Investments at Waterloo Capital Management-
Austin, Texas, United States
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Rising Star
Jordan Mehal Client associate and Paraplanner at Waterloo Capital-
Dallas, Texas, United States
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Rising Star
Overview
Waterloo Capital is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and we believe your plan should be tailored to your unique objectives in order to be successful. From financial planning to private and public investments, Waterloo Capital designs intelligent wealth solutions that work for you. We are dedicated to offering fully diversified and customized portfolios. Our combination of service, expertise and unparalleled access to alternative investments is what sets us apart from the competition and guides us day after day. Like many great companies, Waterloo Capital was born out of a problem identified in the marketplace. In the early 2000s, it had become obvious to John Chatmas that in order to serve clients in a truly objective manner, a conflict-free environment was required; a recognition that laid the groundwork for what later became Waterloo Capital. Our primary goal is to combine everything an investor would want from a large institutional firm with the personal attention he or she would receive from a boutique firm. We have a deep understanding of our clients’ financial situations, their needs, their goals, and their long-term dreams, which allows us to mold investment strategies that best suit their needs — not ours. We provide our clients with a full range of financial services that are constructed to grow and protect wealth. This combination of service, expertise and unparalleled access is what separates Waterloo Capital Management from the competition.
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