Our Approach

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Working with clients for many years, we know that most people see investing as a complex and daunting task. Between careers and family obligations, the pace of daily life leaves little time to contemplate investment plans and long-term strategies. 

Our clients understand this. They come to us because they recognize that investing for the future is serious business that cannot be left to chance or to part-time efforts. It requires the kind of expertise and sustained focus that we can provide as we build and manage their portfolios. Ultimately, we aim to help our clients stay ahead of the investing curve and to have more time to do the things they want most – advancing their careers and enjoying their families and friends. We offer them peace of mind.

When working with us, you can expect a highly personalized client experience which includes understanding your financial and life goals, your timeframes for achieving each of them, and the risk level you are comfortable with; reviewing and understanding your financial picture, and any significant financial obligations you may have; developing a suitable investment strategy and building a portfolio that meets your particular life situation and goals; continuously monitoring your portfolio and refining the investment program that we build for you; and providing you  a high level of transparency through online access to your account, periodic account statements, and ongoing communication with us.

Whether we are seeking to grow your wealth or to preserve a hard earned legacy, our investment approach is methodical and patient. It is driven by in-depth research that aims to understand the key reasons to buy or to sell securities for your portfolio.

We invest primarily in individual stocks since we believe these are the building blocks of low cost, transparent, and effective portfolios for long-term growth. Where needed, we add mutual funds and exchange traded funds (ETFs) to help round out your asset allocation. The result is that we create and manage customized portfolios to reflect your individual needs, your risk tolerance, and your life circumstances while delivering growth and income over time. 

Our portfolio management service is provided on a discretionary basis by which our clients give us their approval to manage their portfolios within a pre-agreed set of parameters.

As an independent registered investment advisory firm, Waterstone Advisors is a fiduciary committed to the highest ethical standards in managing your investments. Our goals are aligned with yours. We do not accept fees, commissions, research, or other types of compensation from third parties for investment recommendations that we suggest to you or that we purchase for your portfolio.

For further details, please see our Firm Brochure (ADV Part 2) and our Fee Table.