Foundation of Experience

 

No single investment idea or style is appropriate for all times and all economic conditions, and no one theory has answered the changing demands of successful investment.  Superior long-term investment performance is based on the experience of observing what works and what does not work and the ability to make investment decisions free from the euphoria or despair of the moment.

 

Continuity of Investment Philosophy

 

Progress is made by not repeating the same experience again and again.  We pride ourselves on the long service of our firm’s investment counselors.  Each manager has, in time, served an apprenticeship, learning from senior members, developing skills, and more importantly, gaining confidence in the investment philosophy that our firm has developed and refined.  We maintain a healthy diversity of views and interests, but we are single minded in our effort to preserve the experience, investment philosophy, and traditions that make us unique.

 

Bond of Client and Advisor

 

Some consider the number of clients or the number of dollars under management to be indicative of an investment adviser’s success.  We prefer to think the length and depth of our professional relationship with our clients as a more accurate measure of our performance.  Quite simply, no one will continue to use a service that repeatedly fails to meet expectations.  Understanding and meeting our clients’ needs, thereby strengthening the adviser-client relationship, Waters, Parkerson & Co. generates the confidence and loyalty that is the basis of a successful relationship.

 

Enduring Traditions

 

Since Arthur C. Waters began business in 1933, our firm has had clear and unchanging objectives.

 

·           Maintain the highest standards for quality and performance while remaining true to our investment philosophy.

 

·           Perpetuate our reputation for integrity and fairness.

 

·           Never lose sight of the responsibilities we hold to our clients and our firm.

 

 

OUR HISTORY

INVESTMENT PHILOSOPHY

EQUITY AND FIXED INCOME INVESTMENTS

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