• Sophisticated Investment Solutions for High-Net-Worth and Institutional Clientele

    Sophisticated Investment Solutions for High-Net-Worth and Institutional Clientele

  • A team of experts specializing in publicly traded investments, alternative investments, and financial planning

    A team of experts specializing in publicly traded investments, alternative investments, and financial planning

  • Planning and guidance through all stages of your financial journey

    Planning and guidance through all stages of your financial journey

Intelligent Solutions for Unique Investors

Waterloo Capital is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and we believe your plan should be tailored to your unique objectives in order to be successful. From financial planning to private and public investments, Waterloo Capital designs intelligent wealth solutions that work for you.

See Our Services

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Technology Driven Trading Solutions

  • Technology drives our business and our investment decisions are driven by data. Waterloo Capital utilizes world-class computing techniques, proprietary quantitative models, and financial expertise to make intelligent trading decisions and effectively manage risk.
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Innovative Alternatives

Waterloo offers alternative investment solutions utilizing best-in-class institutional private equity and hedge fund managers. Our vast network of alternative managers and deep research capabilities allow us to source and evaluate the best opportunities in the spectrum of alternative investments.

Discover Innovation

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Personalized Planning

Waterloo Capital understands you are unique, and we believe your financial plan should be as well. Our planning experts work with you to build a personalized and unbiased plan to help you achieve your long-term goals and objectives.

Unique Planning

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About Us

Waterloo Capital is a collaborative team of experts with over 150 years of combined experience. Our team brings intelligent investment solutions to high-net-worth and institutional clientele. We deliver superior service through personalized one-on-one experiences with each member of our team.

Meet the Team