Boyd Waterrson Asset Management

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Neighborhood: Ballantyne East
AKA: Boyd Waterrson Asset Management Llc
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (704) 366-1091

Address: 13024 Ballantyne Corporate Pl, Charlotte, NC 28277

Tax Services
Since joining Boyd in September of 2014, Tracy has collaborated with the IT department to improve financial reporting capabilities and ensure clear, concise reporting. Previously, she was employed as a Tax Associate for BDO USA, formally SS&G, where she focused on tax preparation and planning.

Investment Management
Brian joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991. Prior to becoming CEO and CIO in 2006, Brian held various management positions including Chief Operating Officer and Deputy CIO. His approach to leadership reflects his personal philosophy which is centered around honesty and integrity. Brian has worked to shape the organization’s foundational culture, emphasizing inclusivity and transparency, to ensure all employees understand and demonstrate Boyd Watterson’s values and beliefs.
Mutual Funds
Diversified Income Strategy is a broad market strategy that seeks to generate high levels of current income and attractive total returns. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds.
Bonds

Accounting Services
Cash Flow Analysis
Within the Acquisitions department, Nikola Tatic is focused on assisting the Real Estate team in acquiring quality assets that meet return expectations within the defined risk profile. He achieves this through his meticulous market and cash flow analysis and tenant research. Nikola plays a key role in managing the due diligence process for prospective acquisitions while remaining apprised of pipeline activity.

Financial Planning
Alexa M. Knezevic is an Analyst with the company’s Financial Planning and Analysis group. She is responsible for providing insights related to the real estate funds and programs to the CFO and Treasurer in order to aid in risk management and portfolio performance. Alexa focuses on automating processes and ensuring routine reporting and analysis.
Asset Management
Boyd Watterson Asset Management seeks to provide substantial value to clients with the objective of generating above-average investment returns within asset classes, product strategies and investment mandates, while maintaining a moderate risk profile relative to peers.

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