Living Water Capital Management, LLC
U.S. Headquarters:
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 from the eventual rebound in the market, by providing you protection from market volatility and future downside related to macro events via risk management, careful manager selection, and full-time portfolio attention.
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:
- Asset Allocation
- Customized Portfolio Analysis and Construction
- Risk Management
- Investment Manager Due Diligence, Selection and Termination
Our Approach - The Reasons Our Clients Hired Us
Dynamic and Opportunistic Portfolio Management
The global financial crisis has 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 caution, care and integrity from a firm that considers stewardship its primary charge.
Substantial Relevant Experience
I am a chartered financial analyst with twenty four years investment experience. My background includes twelve years advising affluent individuals and another twelve serving institutional investors, largely endowments and foundations. Most recently, I served as President of a Dallas-based alternatives investment firm.
A Very Unique Corporate Model
Living Water was established with a simple mission: to glorify and honor God by serving investors.
Moreover, the firm was structured in a manner as to provide a large portion of its income to a non-profit cancer research center and a foundation, which supports ten additional non-profits.
It is our hope that Living Water’s success will reward both our clients and the non-profit beneficiaries of our charitable giving.
Honors / Associations
Chartered Financial Analyst- awarded charter in 1997- Member of the CFA Institute, Charlottesville, VA
- 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 $1,000,000 to accept inquiries through this directory.
