Separately Managed Accounts - Water Walker Investments

Our firm offers a comprehensive solution for those public entities that are interested in outsourcing the investment process.

The services provided in our SMA include but are not limited to:

Setting goals and objectives for the investment portfolio
Developing an investment strategy
Constructing an investment portfolio within the parameters of your investment policy
Executing trades
Actively monitor the portfolio
Provide monthly online reporting and in-person quarterly performance reviews