Our Process
Our client relationships are built through trust. Waters, Parkerson & Co.’s investment and financial planning advice seeks to help our clients to become comfortable with the financial aspects of their lives. Through in-depth client and family meetings, our advisors can develop a comprehensive financial plan and investment strategy that is designed 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 seeking to deliver successful outcomes and to meet our clients’ expectations.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waters, Parkerson & Co., LLC does not serve as an attorney, accountant, or insurance agent. Waters, Parkerson & Co., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Waters, Parkerson & Co., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
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.
