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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
About B. Water Investments
B. Water Investments (BWI) provides tax-sensitive portfolio management and rebalancing, plus financial planning and consulting. The firm uses an adaptive, disciplined technical-analysis process, with add-on capital preservation/hedging and more active management for changing markets; qualified high risk-tolerance clients can opt for performance-based, high-frequency trading. Portfolios may include stocks, ETFs, options, commodities, and crypto/digital assets. BWI donates up to 10% of revenue to water charities and water diplomacy efforts.
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Owner & Executives
Michael David Zitron
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7402807
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,247,542 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,247,542 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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