Investment philosophy
A disciplined, research-driven framework serves as the foundation for protecting capital and pursuing growth across a variety of market environments.
More than access. It's Architecture.
Our investment team brings together deep expertise across every facet of portfolio management, economic research, private markets, and quantitative strategy. With an average of more than 20 years of industry experience per team member, our professionals range from early-career analysts to seasoned practitioners with 30-plus years in the field. The team holds an exceptional concentration of advanced credentials, including 32 CFA charterholders and more than 80 CFP® professionals, reflecting a culture of continuous rigor and professional development. This breadth of experience, spanning institutional asset management, hedge funds, private equity, equity research, and financial planning, equips our team to deliver thoughtful, comprehensive investment counsel across all market environments.
PUBLIC MARKETS BUILT ON RESEARCH
Stewardship for Complex Wealth
At Waverly Advisors, we offer expertise across the full investment spectrum, delivering institutional-caliber investment solutions through one integrated platform. Our investment philosophy begins with public markets, where open-architecture access to global equity and fixed income strategies, combined with an active-plus-passive approach and tax-aware implementation, provides a diversified foundation for long-term success. Through our proprietary equity strategy, we pursue long-term growth by investing in high-quality businesses backed by rigorous research, durable competitive strengths, and compelling growth opportunities.
Discipline Behind Every Opportunity
Waverly’s Private Markets Research Team serves as the analytical engine behind our private markets platform. Working alongside the broader investment research team, these professionals evaluate opportunities across private equity, private credit, real assets, and other alternative investments through a disciplined due diligence process. Their role is to assess manager quality, investment structure, risk factors, market dynamics, and portfolio fit before any opportunity reaches our advisors or clients. As part of Waverly’s investment infrastructure, the team provides ongoing monitoring, research insights, and governance designed to help clients access private markets with the same rigor applied across the firm’s entire investment platform.
PROMUS CAPITAL MANAGEMENT
Specialized Private Equity & Real Estate Platform
Promus Capital Management expands Waverly’s private markets capabilities through dedicated teams focused exclusively on private equity and real estate investing. As a Waverly subsidiary, Promus combines specialized sourcing, institutional-quality investment experience, and long-standing industry relationships to identify opportunities often unavailable through traditional investment channels. The Promus team remains focused on executing and managing private market strategies, while working in concert with Waverly’s research and investment leadership to deliver a fully integrated private markets experience.
GLOBAL INVESTMENT COMMITTEE
Centralized Oversight & Specialized Expertise
Bradley J. Rathe
Cooper White
Depth Across Every Market
Great outcomes aren’t built on a single idea, they’re built on depth. Waverly’s platform unites specialized expertise, from the liquid foundation of public markets to institutional-grade private access. Together, they form an integrated approach pairing institutional rigor with deeply personal care, the deep bench that sets Waverly apart.
- GLOBAL ACCESS
- QUALITY CONVICTION
- PRIVATE ACCESS
- INTENTIONAL ARCHITECTURE
- MANAGED RESILIENCE
Reach out to our Team
Learn more about our full range of investment management Â
services and how we can support your financial planning needs.Â