Our Process
Our client relationships are built through trust. Waters, Parkerson & Co.’s sound investment and financial planning advice allows our clients to be comfortable with all financial aspects of their lives. Through in-depth client and family meetings, our advisors develop a comprehensive financial plan and investment strategy to meet our clients’ objectives.
Once a financial plan, investment approach and asset allocation are agreed upon, Waters, Parkerson & Co. uses a conservative, long-term and diversified investment philosophy to build customized client investment portfolios and provide sound financial planning advice. Since each client has different financial needs, risk tolerances and portfolio goals, our advisors actively manage each client portfolio themselves to ensure success as well as to meet our clients’ expectations.
Waters, Parkerson & Co., LLC operates as an independent, employee-owned Registered Investment Advisor.
Our team of advisors act as fiduciaries making investment and financial planning recommendations in the best interest of our clients. Using a fee-only business model without commissions or hidden costs for professional services, our business interests are directly aligned with those of the clients that we serve.
