WaterRock Global Asset Management, LLC

Carolyn Olberg and Jason Semone feel their role as advisors is to help ensure that client needs are met, and goals and dreams won’t be compromised.

With an economy marked by high unemployment, little to no growth, a volatile market, and the potential risk of rising interest rates and inflation, the old method of buy-and-hold with mutual funds isn’t necessarily the best solution to problems. Rather, Carolyn and Jason believe we’ve entered a time where there is a “new Normal,” and they are on the leading edge of incorporating their models to maximize return and minimize risk.

WaterRock also believes in making the process transparent for investors and has eliminated the multiple layers of fees many clients experience at Wall Street Brokerages. Carolyn and Jason make sure to take the position of being available, proactive, concerned, and patient with an educational approach for clients.

If you are wondering where WaterRock Global Asset Management is positioning clients in today’s market, request their latest market report at WaterRockGlobal.com under the “contact us” page.

WaterRock Global Asset Management, LLC. is a Registered Investment Advisory firm based here on Bainbridge Island and in the Seattle Metropolitan area. WaterRock Global specializes in flexible portfolio management and green investing for individuals, businesses, trusts, and foundations.