Mission Statement
We seek to provide the highest level of innovative and customized investment services to endowments, foundations, qualified plans, and individuals. Beyond the traditional role of investment consultant, we seek to be a strategic partner with our clients by helping to facilitate the specific goals of each organization. We believe it is through building strong relationships with our clients, employees, community, and professional colleagues that we achieve our mission.

Service Commitment
WaterStreet is an employee-owned firm. Each employee has a vested interest in providing superior client service and in the success of each client. Our highly motivated, educated, and experienced team serves the interests of each client by adhering to the strict Code of Ethics and Standards of Professional Conduct set forth by the Chartered Financial Analyst Institute. Additionally, we acknowledge our fiduciary status with each client.