Boyd Watterson Asset Management, LLC

Boyd Watterson Asset Management, LLC is an institutional-oriented investment management firm with continuous business operations since 1928. The firm specializes in managing client portfolios across fixed income and equity strategies, including real estate investments. Clients can receive tailored portfolio management based on individual needs, with a focus on institutional and individual clients introduced by financial institutions. The firm offers various fee schedules based on assets under management, with negotiated asset-based advisory fees. Investment discretion is granted to clients, allowing them to set restrictions within the firm's strategies. Boyd Watterson employs fundamental economic analysis, technical interest rate analysis, and credit research for fixed income strategies, while equity strategies are based on fundamental analysis at macro and company-specific levels. The firm emphasizes risk management, including interest rate, credit, inflation, and market risks. Clients receive quarterly account and performance reports, with periodic reviews conducted to ensure alignment with model accounts. The firm's Code of Ethics prioritizes clients' interests, and employees are subject to trading policies to prevent conflicts of interest. Boyd Watterson does not receive compensation from third parties and maintains client assets at non-affiliated custodians. Proxy voting is conducted in clients' best interests, with the firm utilizing independent third-party services for voting recommendations. Boyd Watterson affirms financial stability to meet contractual commitments to clients.