Boyd Watterson Funds

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1301 E 9th St Ste 2900, Cleveland, Ohio,...

Phone Number

(216) 771-3450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Boyd Watterson Funds

Boyd Watterson Asset Management, LLC offers the Boyd Watterson Limited Duration Enhanced Income Fund, which focuses on income generation, capital preservation, and total return through a diversified portfolio of fixed income securities and leveraged loans. The fund employs strategies such as security selection, sector allocation, and tactical trading to exploit market inefficiencies, primarily investing in below investment-grade and investment-grade securities. It targets a limited duration to mitigate the impact of rising interest rates on returns, appealing to investors seeking income and capital preservation. The company aims to serve a range of clients, including individual and institutional investors looking for fixed income investment opportunities.Explore more
Popular SearchesBoyd Watterson FundsBoyd Watterson Asset Management LLCBoyd Watterson LtdSIC Code 67,679NAICS Code 52,523Show more

Boyd Watterson Funds Org Chart

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Executive Vice President & Director, Portfoli...

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Executive Vice President & Real Estate Co-Chi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boyd Watterson Funds

<$5M
1-10
Private
-
-
DD
David DirkExecutive Vice President & Director, Portfolio Management & Trading
$8.6M
11-50
Private
<$5M
1988
BP
Brian ParkSenior Vice President, Private Client Advisor
<$5M
1-10
Private
-
2013
AP
Anthony PetrilliFounder and Managing Member
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
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Company Profile Activity

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Low Activity

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Activity Insights

Boyd Watterson Funds is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Boyd Watterson Funds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Boyd Watterson Funds.

Boyd Watterson Funds Tech Stack

A closer look at the technologies used by Boyd Watterson Funds

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Frequently Asked Questions Regarding Boyd Watterson Funds

What is Boyd Watterson Funds's official website?
Boyd Watterson Funds's official website is www.boydwattersonfunds.com
What is Boyd Watterson Funds's Revenue?
Boyd Watterson Funds's revenue is <$5 Million
What is Boyd Watterson Funds's SIC code?
Boyd Watterson Funds's SIC: 67,679
What is Boyd Watterson Funds's NAICS code?
Boyd Watterson Funds's NAICS: 52,523
How many employees does Boyd Watterson Funds have?
Boyd Watterson Funds has 1-10 employees
What industry does Boyd Watterson Funds belong to?
Boyd Watterson Funds is in the industry of: Finance, Securities Trading
What is Boyd Watterson Funds competition?
Boyd Watterson Funds top competitors include: Journey Capital Advisers, NorthCoast Asset Management, Evanson Asset Management, Petrilli Capital Management
What technology does Boyd Watterson Funds use?
Some of the popular technologies that Boyd Watterson Funds uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Boyd Watterson Funds?
Boyd Watterson Funds contact info: Phone number: (216) 771-3450 Website: www.boydwattersonfunds.com
What does Boyd Watterson Funds do?

Boyd Watterson Asset Management, LLC offers the Boyd Watterson Limited Duration Enhanced Income Fund, which focuses on income generation, capital preservation, and total return through a diversified portfolio of fixed income securities and leveraged loans. The fund employs strategies such as security selection, sector allocation, and tactical tradi... ng to exploit market inefficiencies, primarily investing in below investment-grade and investment-grade securities. It targets a limited duration to mitigate the impact of rising interest rates on returns, appealing to investors seeking income and capital preservation. The company aims to serve a range of clients, including individual and institutional investors looking for fixed income investment opportunities.Read More

Is Boyd Watterson Funds a public company?
Boyd Watterson Funds is private company therefore does not currently have an official ticker symbol
See more information about Boyd Watterson Funds

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