Boyd Watterson Asset Management is an investment management firm that primarily serves institutional clients, pension plans, government entities, and individual investors introduced through third-party platforms and financial institutions. The firm specializes in fixed income, equity, and real estate investment strategies. Boyd Watterson manages client portfolios through discretionary and non-discretionary accounts, mutual funds, and private funds. The investment approach relies on fundamental economic analysis, technical interest rate analysis, and credit research, with a focus on duration management, sector allocation, and security selection. The firm also incorporates artificial intelligence tools as an enhancement for research and data analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Rates shown are for non-institutional and international equity portfolios. Institutional fixed income, institutional equity, and non-institutional fixed income schedules also apply depending on the strategy.