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Heath Cardie, CFA. Dale Connors, CFA. Paul Schreder, CFA. Kevin Yoshida, CFA. Watershed Investment Consultants provides independent investment advice on traditional and alternative strategies to a select group of sophisticated institutional investors. Our responsibility is to help our clients fulfill their fiduciary duties by guiding them through the process of structuring, implementing and monitoring their investment programs. To view our Form ADV.

http://www.watershedinvest.com/

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Watershed Investment Consultants

6400 S Fi●●●●●●●●●een Drive

Greenw●●●●●●illage , CO, 80111

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Watershed Investment Consultants

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Greenw●●●●●●illage , CO, 80111

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Heath Cardie, CFA. Dale Connors, CFA. Paul Schreder, CFA. Kevin Yoshida, CFA. Watershed Investment Consultants provides independent investment advice on traditional and alternative strategies to a select group of sophisticated institutional investors. Our responsibility is to help our clients fulfill their fiduciary duties by guiding them through the process of structuring, implementing and monitoring their investment programs. To view our Form ADV.
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2 perspective
3 focus
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6 clientele
7 public pensions
8 foundations/endowments
9 healthcare
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Watershed | Home | watershedinvest.com Reviews

https://watershedinvest.com

Heath Cardie, CFA. Dale Connors, CFA. Paul Schreder, CFA. Kevin Yoshida, CFA. Watershed Investment Consultants provides independent investment advice on traditional and alternative strategies to a select group of sophisticated institutional investors. Our responsibility is to help our clients fulfill their fiduciary duties by guiding them through the process of structuring, implementing and monitoring their investment programs. To view our Form ADV.

INTERNAL PAGES

watershedinvest.com watershedinvest.com
1

Watershed | Paul Schreder, CFA

http://www.watershedinvest.com/paul-schreder-cfa.html

Paul Schreder, CFA. Paul Schreder, CFA, is a Managing Director. Paul’s role as client consultant is to research, analyze and develop strategic recommendations for client investment programs. Paul also leads Watershed’s research in marketable alternatives. He began his investment career in 2001 and joined Watershed in 2007.

2

Watershed | Clientele

http://www.watershedinvest.com/clientele.html

WE TAKE A PERSONAL INTEREST IN THE SUCCESS OF EACH RELATIONSHIP, AND MEASURE OUR ACCOMPLISHMENTS BY OUR CLIENTS’ ACCOMPLISHMENTS. Our firm is structured to make outstanding client service a top priority, and every client is valued. We purposely limit the number of client relationships so our consultants can have in-depth knowledge of each client's unique goals and needs. Our clients can be assured that they will have direct interaction with our firm’s senior staff.

3

Watershed | Healthcare

http://www.watershedinvest.com/healthcare.html

WE APPROACH THE CHALLENGES OF OUR HEALTHCARE CLIENTS AS UNIQUE, WITH ISSUES DISTINCT FROM ANY OTHER TYPE OF CLIENT. We partner with healthcare leadership in the development of portfolio policy and strategy to ensure their investment plans are strategically aligned with their financial goals.

4

Watershed | Heath Cardie, CFA

http://www.watershedinvest.com/heath-cardie-cfa.html

Heath Cardie, CFA. Director - Private Equity Consulting. Heath Cardie, CFA, is Director - Private Equity Consulting. Heath leads Watershed’s research in private equity strategies. He began his investment career in 1995, and joined Watershed in 2002.

5

Watershed | Core Values

http://www.watershedinvest.com/core-values.html

SHED (NOUN) – AN EVENT MARKING A UNIQUE OR IMPORTANT CHANGE OF COURSE; A TURNING POINT. Stated differently, it was a “watershed event” for them. We believe our firm structure ultimately supports our core investing values: to be a research-driven firm that delivers critical insight and understands relative value, with an overlay of balance and common sense.

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watershedinvest.com watershedinvest.com

Watershed | Home

Heath Cardie, CFA. Dale Connors, CFA. Paul Schreder, CFA. Kevin Yoshida, CFA. Watershed Investment Consultants provides independent investment advice on traditional and alternative strategies to a select group of sophisticated institutional investors. Our responsibility is to help our clients fulfill their fiduciary duties by guiding them through the process of structuring, implementing and monitoring their investment programs. To view our Form ADV.

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Working to restore and protect our natural systems through environmental restoration and mitigation banking. North Carolina needs this work to happen. The State’s water quality assessment found that over 30% of its streams are impaired mainly for not supporting diverse aquatic life. The news is worse for the state’s reservoirs where nearly 70% are impaired […]. Investing in our Natural Systems. To visit our blog and learn more. Ideal sites for our work include those with degraded or low-functioning strea...

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Watershed Issues

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