Services / Watermark private Portfolios

Professionally managed. Fully diversified. Institutional quality.

Watermark Private Portfolios are multi-strategy, total portfolio solutions designed for long-term investors who want a fully-diversified solution managed by investment experts. Each portfolio is designed to maximize returns for a specific level of risk.

With Watermark, clients benefit from

Diversification across multiple investment managers and strategies in one account

Private market exposure once limited to pensions and endowments

Comprehensive reporting and performance attribution

Tactical asset allocation
to adapt to market shifts

Tax-efficient design, including deductible fees in non-registered accounts