Investment Management

A Personalized Approach to Wealth Management

As independent, fee-based investment advisors, we are always on your side of the table – an approach that eliminates conflicts of interest. Our goal, for your investments, is to exceed your expectations to better manage your personal wealth and future security.

We research and recommend portfolios to match each client’s investment objectives. We are only compensated with a fee based on the value of the assets under management. This approach eliminates conflicts of interest regarding commissions. Because of this philosophy, we are able to truly be partners with our clients, working toward the long-term objectives we’ve agreed upon together.

The Waterford Group believes in a disciplined investment style that avoids the instability of market-timing or following the latest fads. We adhere to a code of professional conduct and ethics and take our fiduciary responsibility to our clients very seriously.

Adding Value for All

The Waterford Group strives to consistently add value to our clients, business associates, families and community. Our goal is to invest your portfolio in the manner that best meets your long-term investment goals and risk tolerance while offering you peace of mind. We allocate funds among various asset classes using a growth and value approach to investments. Taxable accounts are managed to enhance after-tax performance.

It is always our objective to deliver financial solutions that exceed our clients’ expectations.