Boyd Watterson Asset Management

Overview

Boyd Watterson Asset Management is an independent, employee-owned investment advisor specializing in fixed income and real estate. With over 90 years of experience, the firm offers a range of investment solutions, including separately managed accounts, tailored solutions, sub-advisory services, and mutual fund advisory services. Their real estate strategies focus on commercial properties leased predominantly to high credit-quality tenants, aiming to deliver consistent and attractive risk-adjusted returns with an emphasis on income generation. The firm's investment philosophy combines top-down and bottom-up approaches, employing moderate levels of risk to achieve superior knowledge within specific asset classes. They prioritize diversification, strong credit, and adherence to risk management controls, seeking to reduce risk through these strategies. Their portfolios are designed to provide income advantages over traditional core funds while using moderate leverage to offer downside protection in challenging markets.

Investment Focus

• Institutional investors
• High net worth individuals
• Pension and profit-sharing plans
• Charitable organizations
• State and municipal government entities
• Insurance companies
• Corporations
• Other businesses