Our expertise, your prosperity.
About Watermark Investment Advisors
Watermark Investment Advisors was formed in 2009 to provide investment management and financial advisory solutions to institutional clients. Watermark has built its team and management committee with seasoned financial services executives to manage the various phases of its business and advisory activities. Watermark leverages best practices from experience garnered at leading institutions including Bank of America, Bankers Trust, Citigroup, Goldman, Sachs & Co., and well-known governmental entities. Watermark principals have significant experience managing and leading teams and businesses within the public sector, banking, and asset management industry.
Institutional Advisors
Watermark has a broad range of alternative investment experience, having been investment officers and financial advisors for pension plan sponsors with over $500 billion in assets. The Watermark team can assist with all aspects of fund formation and advisory work.
Government Entities
Watermark has over a decade of experience providing financial advisory services to regulatory agencies and government-sponsored enterprises, having assisted with asset sales and valuations on over $10 billion in assets. Contact us to find out more about our track record.