Overwatch Management

Overview

Overwatch Management is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships and offers a mix of financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. It also operates as an insurance broker, which appears to influence the product menu and distribution capabilities. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee formats for certain engagements. Overwatch Management does not identify as an active ESG investor and is not positioned as a multi-state or related adviser in the available reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives