Trusted Investment Advice Since 1933
Our approach is conservative, disciplined, and personalized.
Located in downtown New Orleans and founded in 1933, Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor that specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions.
Customized portfolio management
Using a disciplined and conservative investment approach, our team actively manages equity and fixed-income investments and provides financial planning for multi-generational clients in more than 35 states.
Our services include investment management and financial planning.
Investment Management
Once a financial plan, investment approach and asset allocation are agreed upon, we use a conservative, long-term and diversified investment philosophy to build personalized client investment portfolios and provide sound financial planning advice.
Financial Planning
Waters Parkerson & Co.’s highly personalized approach includes significant conversation on financial planning. Our goal is to provide clients with the confidence to make suitable and sound decisions in all areas of their financial lives.
Our Client Relationships are Built through Trust
Through in-depth client and family meetings, our advisors develop a comprehensive financial plan and investment strategy to meet your objectives.