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Boyd Watterson Asset Management

1801 East 9th St.
Cleveland, Ohio 44114
United States
 
Contact :      Heather Westfall
Phone :       216 771 3450
Fax :             216 771 4454
Email :         info@boydwatterson.com
Web :           http://www.boydwatterson.com

Boyd Watterson Asset Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $7,655
Tax-Exempt Managed ($Mil) : $5,299
Taxable Assets Managed ($Mil) : $2,428
Year Founded : 1928
Wrap Programs Offered? : Yes
# of Accounts Managed : 1689
In-House Research : 70 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Edward Jones   $250

Boyd Watterson Asset Management History

Boyd Watterson and its predecessor firms have been continuously engaged in the practice of investment counsel since 1928. In 1979, Boyd Watterson became a wholly-owned subsidiary of Duff & Phelps Investment Management Co., which was later acquired by Phoenix Investment Partners. In June of 2000, Phoenix Investment Partners, through a strategic business plan change, allowed management and others to purchase the Cleveland operations. The business returned to its roots as Boyd Watterson. In 2003, Mercantile Bankshares Corporation acquired Boyd Watterson to complement its institutional fixed income product offering. In March of 2007, PNC Financial Services Group, Inc. purchased the interests of Mercantile Bankshares Corporation. In October of 2007, Boyd Watterson management purchased the Cleveland operations and advisory services from PNC Financial Services Group, Inc. On December 31, 2008, Boyd Watterson was acquired by Titanium Asset Management Corporation. 20122014: In 2012, Titanium Asset Management Corp.s (Titanium) senior management, including Boyd Watterson management, acquired a controlling interest in Titanium by purchasing the shares of common stock previously held by Titanium's majority shareholder. In 2013, Titanium purchased all shares held by minority shareholders. In 2014, affiliates National Investment Services, Inc. and Wood Asset Management LLC were spun off from Titanium. BOYD-TAMCO Holdings LLC, an approximately 85%-employee-owned entity, became the ultimate sole parent company of Titanium and Boyd Watterson. No changes occurred in control, management, personnel, or the investment process of Boyd Watterson as a result of this reorganization. 2015: Titanium Asset Management Corp. was renamed Boyd Watterson Holding Co.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
924
$727.91
 
Limited Partnership :
 
Foundations :
70
$219.14
ERISA :
Unions, Taft-Hartley :
205
$2265.1
Public :
53
$1132.8
Others :
425
$1118.8
Total # of Professional : 73 Analysts : 4
Portfolio Managers : 19 Traders : 3
Client Service : 35 Operation : 13

Boyd Watterson Asset Management Personnel

Mr.  Ted Hellmuth

Vice President
Tel : 216 771 3285
Email: thellmuth@boydwatterson.com

Ms.  Heather  Westfall

Data Preparer
Tel : 216-771-3282
Email: questionnaires@boydwatterson.com

Boyd Watterson Asset Management Product Name

Investment Grade Intermediate Fixed Income:Privately Managed Accounts
Ultra Enhanced Core Fixed Income:Privately Managed Accounts
Report Created: December,11 2018.  Copyright Money Manager Review , All rights Reserved.
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