Waddell & Associates

An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters. For over 20 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass: We own what our clients own We prioritize liquidity. We seek transparency. We value simplicity. We balance asset management with risk management. These parameters allow us access to a wide range of investment opportunities, but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them. We receive no compensation from any source other than our clients. Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. Our billing structure and organizational design remove conflicts and incentives from our advice. We pride ourselves on our craftsmanship and attention to detail. We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to stay on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treat your situation with integrity and compassion.