Advisor at Watson Capital Management, Inc.
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Firm
Watson Capital Management, Inc.
Location
Evergreen, CO
Credentials
Series 63, Series 65
Industry experience
30 years
Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.
Based on Watson Capital Management, Inc.
$0 - $3,000,000: 0.2500% $3,000,001 - $5,000,000: 0.1750% $5,000,001+: 0.1250%
Account minimum: $1,000,000 Fee-only: Strictly fee-only investment management firm; no commissions or finder's fees accepted.
Evergreen, CO
District of Columbia · Maryland · Virginia
Watson Capital Management, Inc.
1995 - Present (31 years)
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