Virtus Private Wealth Becomes Waterloo Capital Management
04/25/2013

Waterloo Capital Management, Austin’s Leader in Customized Hedge Funds Solutions and Endowment Model Asset Allocation Methodology, continues in the esteemed tradition of Virtus Private Wealth as the complete financial partner for accomplished entrepreneurs since 2004.

Online PR News – 25-April-2013 – Austin, Texas – Virtus Private Wealth is now Waterloo Capital Management, augmenting the depth of its resources for accomplished entrepreneurs worldwide.

The Waterloo Capital Management team brings over 65 years of collective experience in focused dedication to the comprehensive and specialized investment needs of trailblazing, high-achieving innovators, business owners, and visionaries.

"I couldn’t be more thrilled that our original vision for Virtus Private Wealth will be carried out by Waterloo Capital Management. It’s just a fantastic organization and team," says Virtus Private Wealth Founder Terrell Gates. “Waterloo’s strategic partnerships with industry leaders both honor our steadfast commitment to the successful clientele we serve, while opening doors for new and exciting avenues. This is a huge win for our clients.”

Waterloo Capital Management relies on an asset allocation methodology which closely follows the endowment model approach to investing. This approach maintains that anchoring a portfolio with alternative investment is the key to providing true diversification and a greater long-term risk adjusted returns.

Waterloo’s strategic partnerships with industry leaders both honor our steadfast commitment to the successful clientele we serve while opening doors for new and exciting avenues. This is a huge win for our clients.

Waterloo Capital Management has emerged as an industry leader in alternative investing. Waterloo offers institutional quality investments, such as customized hedge fund solutions, private equity offerings, and real estate partnerships. In synergy with highly-regarded partners Waterloo has expanded its breadth of services, bringing tremendous investment opportunities to their clients.

“The power of this evolution from Virtus Private Wealth to Waterloo Capital Management is an undeniable value proposition for our clients,” says Waterloo Capital Management Chief Executive Officer John Chatmas. “Together with our proven partners in we can offer an outstanding breadth of resources for the accomplished entrepreneur.”

Entrepreneurs, innovators, and media are invited to contact Waterloo Capital Management, and may follow the company on Facebook, Twitter, and LinkedIn.

About Waterloo Capital Management, LLC

Waterloo Capital Management is the complete financial partner for accomplished entrepreneurs. Founded as Virtus Private Wealth in 2004 in Austin, Texas, we exist to meet the unique needs of successful entrepreneurs.

Like many great companies, Virtus Private Wealth Management was born out of a problem that was identified in the marketplace: there was no existing focus on the financial needs of the accomplished entrepreneur through traditional channels. Entrepreneurs were forced to access resources through multiple, disjointed service providers or be captive to the resources of a single organization.

Virtus Private Wealth Management was founded on the belief that entrepreneurs are different from the general populace and should have a specialist addressing their needs in an integrated fashion accessing the resources of many.

Waterloo Capital Management begins this new chapter already having garnered its reputation as an attuned, comprehensive financial partner for the game-changing, paradigm-shifting, inspirational individuals driving innovation and economic growth across the globe.

Waterloo Capital Management is headquartered in the dynamic, progressive, and entrepreneurial city of Austin, Texas.

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