# Waterloo Capital

Waterloo Capital Management is an SEC-registered investment advisory firm and fiduciary, headquartered in Austin, TX, with offices in Dallas, TX, Tucson, AZ, Atlanta, GA, and other locations. The firm serves high-net-worth individuals, families, institutions, and independent financial advisors.

## Key Pages

- [Home](https://www.waterloocap.com/) — Overview of the firm's investment philosophy, services, and team
- [About](https://www.waterloocap.com/about) — Firm history, team members, and office locations
- [Client Services](https://www.waterloocap.com/clients) — Wealth management, financial planning, family office, and private market alternatives for clients
- [Financial Professionals](https://www.waterloocap.com/financial-professionals) — 360° Critical Infrastructure™ RIA partnership models for independent advisors
- [Research & Insights](https://www.waterloocap.com/research-insights) — Weekly market newsletters, charts of the week, quarterly commentary, and annual outlooks
- [Newsroom](https://www.waterloocap.com/newsroom) — Press coverage and firm announcements
- [Contact](https://www.waterloocap.com/contact) — Office locations and contact form

## About the Firm

- **Type:** SEC Registered Investment Advisor (RIA) & Fiduciary
- **Headquarters:** Austin, TX
- **Services:** Discretionary portfolio management, financial planning, family office services, alternative investments, RIA partnership infrastructure
- **Platform:** Intelligent Wealth Solutions (IWS) — model portfolios, SMAs, UMAs, tax-loss harvesting, direct indexing
- **Alternatives:** Private equity, private credit, venture capital, hedge funds, real estate

## Newsletters

- **This Week on Wall Street (TWWS)** — Weekly market insights published every Monday
- **Last Week on Wall Street (LWWS)** — Weekly market recap and analysis

## Contact

- Website: https://www.waterloocap.com
- Phone: 512-777-5900