Overview

WaterStone Investment Counsel

Information by Research Trustfinance

https://waterstoneic.com/

Founded in 2005, WaterStone Investment Counsel, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Bellevue, Washington. The firm provides discretionary investment management and comprehensive financial planning services to a clientele of high-net-worth individuals, families, trusts, and institutions. Operating under a fiduciary standard, their mission is to offer objective, conflict-free advice and build customized, long-term investment portfolios based on a disciplined, value-oriented approach.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service

HQ Location