No content on this page or website should be taken as legal, financial, tax, planning, or other advise. Even in our endeavor to keep the conversation accurately transcribed, there may still be errors or inaccuracies. We apologize if some of the written transcription is not accurate relative to the spoken word. This content is provided ONLY for entertainment and is intended as general informational/conceptual content. A transcript is endeavored to be provided below.
Alternative Investments Podcast – With Strategic Capital & Waterloo Capital
Meet Don Simoneaux – Alternative Investments – Waterloo Capital. Learn how to work with Strategic Capital – Registered Investment Advisors in Austin, Texas.
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Holistic Wealth Management
We are a Fiduciary – your financial well-being is our focal point. We integrate with your needs, and plan holistically so you get risk management built into realistic portfolio management and other important features that can enhance peace of mind and potential. You get more choice, better focus, stronger customer service and access to world class institutional-level resources with Strategic Capital
AI in Investing & Innovative Resources
Waterloo offers significant opportunity through innovative products and platforms that allow our clients better understanding of trends, better options for investing, and insights on a full-portfolio level. In addition to this exclusive offering we also have resources that some financial advisories don’t have access to. Call us and let’s see what’s possible.
Business Planning, Insurance, and access to Capital
Our practice was built for you. Traditional service offerings in the financial services sector leave a lot to be desired. We wanted to give our clients the best potential for growth in all ways, always. Our approach takes a new look at not just the usual suspects in financial planning, but also brings other resources to bear as well.
Meet our Team of Professional Registered Investment Advisor Representatives
This Team makes it possible to do what we do – Right here in Austin
Our partnership with Waterloo and our incredible team at our Registered Investment Advisory Firm in Austin allows you to continue what you do best and leverage our talents, our time and our resources to help grow, protect, and transfer wealth, no matter where you are in your investing journey. We have access to tooling and resources that opens up options and improves risk management, without giving up potential for growth or stopping you from doing the things you love to do. We should Talk!
Find the right fit with our Registered Investment Advisors today
We’d love to work with you on your planning for the future, because what’s possible shouldn’t be feared due to the unexpected – get a real plan in place and work with the right Registered Investment Advisor in Austin.
Below is a transcribed version of the podcast – it may contain errors, and may not be an exact replication of the audio of the above clip. Regardless of any inaccuracies between the audio and written variant of this episode/audio/video track, all discussion is for general informational purposes and entertainment only. None of this content should be misconstrued as investment, legal, financial or tax advice. We apologize for any inaccuracies in the written content. You may contact us to notify us of anything you believe to be inaccurate.
Episode 4 Podcast/audio/video Clip
Working with Strategic Capital on Alternative Investment Strategies
Meet Don Simoneaux – Alternative Investments Waterloo Capital
Moderator: “We’d like to invite you invite you today to a conversation we’re having with Don Simoneaux from Waterloo Capital and Bobby Russell from Strategic Capital and we’re talking with these guests from Austin, Texas about Alternative Investments and so what I’d like to do first is just ask Don Simoneaux to introduce himself and tell us a little bit about what his day-to-day looks like as head of alternative Investments for Waterloo – and maybe I butchered that title Don…”
Don Simoneaux Director of Alternative Investments Waterloo Capital, Austin Texas: “No, you did good Ben thank you I’m Don Simoneaux; I’m director of Alternative Investments for Waterloo Capital here in Texas uh in Austin I mean um you know I’ve been in the alternative investment space really for coming up on 18 years now I started off with Cambridge Associates in Boston as a private Equity analyst working with large institutions and endowments sourcing private equity and other alternative strategies and been with Waterloo since our beginning in 2012 and I’ve really tried to build out our capabilities on that side you know working with guys like Bobby and other advisors on our platform to bring institutional quality Alternative Investments to our clients.”