Waters Parkerson & Co

Waters, Parkerson & Co., LLC is a long-standing financial firm founded in New Orleans in 1933, operating as a fee-only, independent, and employee-owned Registered Investment Advisor. The company specializes in providing personalized investment advice and comprehensive financial planning services primarily for high-net-worth individuals and institutions. Their approach is characterized by a conservative, disciplined, and long-term investment philosophy focused on actively managing equity and fixed-income portfolios.

The firm prides itself on building client relationships through trust, acting as fiduciaries, and operating on a fee-only model to ensure business interests are aligned directly with their clients. While they offer extensive services in investment management and financial planning across more than 35 states, it is important to note that Waters, Parkerson & Co., LLC does not engage in lending activities, including mortgage origination, or provide services such as tax preparation or insurance sales.

Managing in excess of $2 billion in client assets, Waters, Parkerson & Co., LLC emphasizes customized portfolio management and a highly personalized client experience. Their commitment to sound financial advice and fiduciary responsibility distinguishes them, rather than any involvement in the mortgage or loan industry.