Overview

We are a fee-based RIA on Park Avenue in New York City. Our clients rely on us for comprehensive financial planning and delivering investment performance that enables them to achieve their financial goals. Clients look to us for insight into the major decisions in their lives.

Our investment approach enables advisors to create custom investment portfolios for each client, as well as to build portfolios around our proprietary investment strategies. Our proprietary strategies have exceptional GIPS-compliant track records and differentiate our offerings to clients. We also make available alternative investments from managers with whom we have long track records of success.

We seek advisors and firms looking to grow their practices and move their practices up-market. We value the ability to engage in thoughtful, creative discussion of solutions for clients. Collaboration and team-work are central to our ethos. Liking the people we work with is an important reason we are at Watts Capital

We are flexible about work arrangements. We have advisors who are in the office regularly and advisors who work remotely most of the time.

Succession and equity opportunities are available to the qualified individuals. Growth of equity value and profit distributions are an important component of firm member compensation. We consider mergers and acquisitions only as a control investor.

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Market
RIA
Member Level
Premier
Last Activity
2 weeks

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