B. Water Investments

Overview

B. Water Investments is a small, independent RIA organized as an LLC that focuses on individual and family clients. The firm tilts heavily toward equities and runs active portfolios that include market-timing elements, alongside traditional financial planning and portfolio management for both individuals/small businesses and institutions. It also operates as an insurance broker, so insurance products can be integrated into client plans and capital solutions. Investment behavior is equity-centric: exchange-traded securities make up the largest share of managed assets, while allocations to third-party alternative managers broaden the toolbox. The firm charges a mix of percentage-of-AUM, hourly, and performance-based fees, giving it flexibility to serve both ongoing wealth management relationships and more bespoke, performance-linked mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices