Registered Investment Advisor in Austin
Meet the Proven IAR’s, CFA’s, CFP’s and support team that makes world class investment advisory services possible in Austin for investors with more than 500k in investable assets. We are wealth management specialists; proven Fiduciaries, and experienced at navigating all aspects of asset management. Strategic Capital along with Waterloo’s platform give you insights, options, and impeccable customer service from 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.
Donald Simoneaux, CAIA
Director of Alternative Investments - Austin, TX
Learn more about Donald Simoneaux
Logan Moulton, CFA
Investment Analyst/Portfolio Manager - Austin, TX
Randy Flowers, CFA
Investment Analyst - Austin, TX
Monty Fortenbaugh
Alternative Investment Analyst - Austin, TX
Earline Chapa
Director, Client Relations - Austin, TX
Velia Tully
Client Relations - Austin, TX
Olivia Mary
Client Associate - Austin, TX
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.
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.