Watershed is first and foremost a research firm, with senior team members actively involved in analyzing capital markets and investment strategies, and generating the firm's key research output. We are committed to developing our own research views to support our recommendations, rather than using standard conventions, recent fads or conclusions derived by other organizations. Our mission is to add value through exceptional research in the areas of asset allocation, manager selection, and risk management.

Our talent lies in our ability to systematically analyze massive amounts of information into concise assessments that we can then implement into our client’s unique investment program. Watershed’s significant investment in technology supports our research by providing sophisticated analytical tools and access to thousands of fundamental asset class-level statistics.

Please contact us to learn more about our investment consulting services, including our work in asset allocation, investment structure, manager selection and portfolio monitoring.