Waterford Capital Management Inc. — Investor Relations & Filings

Waterford Capital Management Inc. operates as an investment advisory firm specializing in comprehensive portfolio management. The firm designs, constructs, implements, and actively manages investment portfolios for high-net worth families, foundations, and endowments. A core focus is the systematic management and minimization of portfolio risk, utilizing specific risk metrics to create resilient investment strategies capable of performing across diverse economic cycles. Client assets are held in segregated accounts custodied on institutional platforms.