Watson House Investment Management, LLC

Overview

Watson House Investment Management, LLC is a small, independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management. The firm operates primarily on a discretionary basis, deploying a concentrated equity-oriented strategy: exchange-traded equities make up the vast majority of its invested assets. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, and the adviser does not identify as an active ESG investor. With an owner-operated structure and a client roster concentrated in a limited number of relationships, the firm appears geared toward personalized portfolio management rather than institutional or multi-state coverage. Advisory services are centered on individual and small-business clients, combining planning with bespoke portfolio construction and ongoing oversight.

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Public Holdings

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Location & Offices