Living Water Capital Management, LLC
8144 Walnut Hill Lane
Suite 901
Dallas, TX 75231
Who We Are
In 2008, Living Water Capital Management, LLC was founded as a registered investment advisor with the State of Texas. Living Water is able to help position your portfolio to profit during these volatile markets, first by modifying the risk profile of your portfolio and protecting it against the random vascillation that occurs due to macro events. Then, it will employ a variety of portfolio management tools to help you benefit from the eventual rise in the markets over the coming years.
We would be honored to have the privilege of serving as a steward of your assets.
Our Services
Living Water is best described as a proxy Chief Investment Officer (CIO) to affluent individual investors, foundations and endowments. Many of our clients have neither the desire nor staff to employ a full-time Chief Investment Officer and rely on us to assist them with this sober task.
During these uncertain economic times, we believe our value proposition merits consideration.
We oversee the following areas for you:
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Asset Allocation
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Customized Portfolio Analysis and Construction
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Risk Management
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Investment Manager Due Diligence, Selection and Termination
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Mutual Fund Analysis and Selection.
Our Approach - The Reasons To Hire Us
Dynamic and Opportunistic Portfolio Management
The global financial crisis nearly rendered obsolete the traditional “buy and hold” strategy. The new paradigm requires dynamic and opportunistic portfolio management.
Full-Time Portfolio Monitoring
Investors need full-time portfolio monitoring from a firm that considers risk management the key to investment success.
Personal Chief Investment Officer
Investors want their own personal Chief Investment Officer to provide portfolio oversight.
Stewardship over Self Interest
Investors want their portfolios treated with,care, excellence and integrity from a firm that considers stewardship its primary charge.
Substantial Relevant Experience
The firm’s founder is a chartered financial analyst with twenty five years investment experience. His background is spread between twelve years advising and serving affluent individuals and institutional investors, largely endowments and foundations. Most recently, he served as President of a Dallas-based alternatives investment firm.
Our Mission
Living Water exists to glorify and honor God by serving investors with care, excellence and integrity.
Honors / Associations
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Chartered Financial Analyst- awarded charter in 1997
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Member of the CFA Institute, Charlottesville, VA
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Member of the CFA Society of Dallas/Fort Worth and The Boston Security Analysts Society
Please be aware that Living Water Capital Management, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
