At Waterton, we believe in providing our investors with not only exceptional investment performance but also outstanding client service.  To meet this goal, Waterton’s Investor Services Group operates under a strategy of cross-discipline teamwork.  The group consists of professionals from portfolio and corporate accounting departments and combines their efforts with the portfolio management department to meet both client needs and Company’s marketing efforts.  This structure serves Waterton’s purpose of providing meaningful, transparent and timely investor reports.

In particular, the group is responsible for all reporting requirements for institutional clients and private clients including any customized requests.  The portfolio accounting and management departments are primarily dedicated to meeting the reporting needs of our institutional clients whereas a dedicated member from each of portfolio management and corporate accounting department is assigned to manage our private clients ensuring a more personalized and focused service.