Waterloo Capital is your personal team of experts dedicated to providing holistic wealth management services. With a belief that your financial plan should be tailored to your unique objectives, we offer a comprehensive range of services to ensure your success. From financial planning to private and public investments, we design intelligent wealth solutions that work for you.

At Waterloo Capital, technology is at the forefront of our decision-making process. Using world-class computing techniques, proprietary quantitative models, and financial expertise, we make intelligent trading decisions and effectively manage risk. We also offer innovative alternative investment solutions through our vast network of managers and deep research capabilities.

This allows us to source and evaluate the best opportunities in the alternative investment spectrum. Our planning experts understand that you are unique, and we believe your financial plan should be as well. Through personalized and unbiased planning, we work with you to build a plan that helps you achieve your long-term goals and objectives.

With over 150 years of combined experience, our collaborative team brings intelligent investment solutions to high-net-worth and institutional clientele. Experience superior service through personalized one-on-one interactions with each member of our team. Contact us today to see how Waterloo Capital can help you navigate your financial journey