Investment Management Services

Providing investment management services to family offices, individuals, trusts, and institutional investors.

a person using a laptop
a person using a laptop
a glass door cabinet with a bunch of folders on top of it
a glass door cabinet with a bunch of folders on top of it
Trusted Investment Partner

Partner with us for expert investment management tailored to your specific needs and goals.

Customized Investment Solutions

We offer tailored investment solutions to meet the unique preferences and objectives of our clients.

Leading Investment Management Services Provider

Waterman Holding offers investment management services to family offices, individuals, and institutions.

a cell phone next to a laptop
a cell phone next to a laptop

Investment Management

Providing services to family offices, individuals, community trusts, and institutional investors through its subsidiaries.

Locations

Headquarters in New York City

Hours

By appointment only