WaterRock Global Asset Management

WaterRock Global Asset ManagementWaterRock Global Asset ManagementWaterRock Global Asset Management

WaterRock Global Asset Management

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Core Principles Fluid Investing Global Opportunities

Core Principles Fluid Investing Global OpportunitiesCore Principles Fluid Investing Global OpportunitiesCore Principles Fluid Investing Global Opportunities

29 148th Avenue Southeast, Bellevue, Washington 98007

(425) 698-1463

Schwab Client Account Access

Core Principles Fluid Investing Global Opportunities

Core Principles Fluid Investing Global OpportunitiesCore Principles Fluid Investing Global OpportunitiesCore Principles Fluid Investing Global Opportunities

29 148th Avenue Southeast, Bellevue, Washington 98007

(425) 698-1463

Schwab Client Account Access

About Us

WaterRock Global Asset Management Logo. Investment firm, Stocks, Bonds Mutual Funds,

Firm History

WaterRock Global Asset Management LLC was founded by Jason Semone in 2009.  His simple goal was to build a Registered Investment Advisory firm that had quality independent advisors and focused on research.  Adam Droker joined WaterRock initially as Senior Portfolio Manager.  In November 2014 Adam acquired Jason's interest in WaterRock Global Asset Management LLC and became the Firm's Principal and Chief Investment Officer.

Financial, consultation, Fiduciary, wealth, Microsoft, Amazon, boeing

Our Approach

All relationships begin with a conversation.  We start our process with either a face to face or phone meeting to get to know one another and make sure we are the right fit.  We talk about your situation and why you are shopping for a financial advisor, a high level over view of your goals and desires, and my background.  We look at your household like a business and help you create a balance sheet and income statement.  Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your goals and risk tolerance.


Our Team

Adam Droker, Financial, Asset, Management, Wealth, Advisor, Adviser, Investment, Financial, Plan

Adam Droker

Kevin Churchill

Kevin Churchill

 Co-Chief Investment Officer

EVP, CRPC® MBA 

Adam's practice focuses on Retirement Planning and Asset Transference for Business Owner, Gay Couples, and Individuals.  

Educational Background: 

BA Business Washington State University 2003 

MBA Finance Washington State University 2004

Employment History: 

Financial Advisor & Chief Investment Office

 Co-Chief Investment Officer

EVP, CRPC® MBA 

Adam's practice focuses on Retirement Planning and Asset Transference for Business Owner, Gay Couples, and Individuals.  

Educational Background: 

BA Business Washington State University 2003 

MBA Finance Washington State University 2004

Employment History: 

Financial Advisor & Chief Investment Officer

 WaterRock Global Asset Management LLC Bellevue, WA

2011-Current


Financial Advisor 

Morgan Stanley 

Seattle, WA

2007-2011 


Financial Advisor 

Merrill Lynch 

Seattle, WA 

2005-2007 


 

Kevin Churchill

Kevin Churchill

Kevin Churchill

Co-Chief Investment Officer

 CFA, CFP® 

Kevin's practice focuses on serving High Net-worth individuals and families 

Educational Background: 

BS Computer Science University of Puget Sound 1994

MS Finance Seattle University 

Employment History: 

Chief Investment Officer 

WaterRock Global Asset Management LLC 2020-Current 


     Chief Investment Offi

Co-Chief Investment Officer

 CFA, CFP® 

Kevin's practice focuses on serving High Net-worth individuals and families 

Educational Background: 

BS Computer Science University of Puget Sound 1994

MS Finance Seattle University 

Employment History: 

Chief Investment Officer 

WaterRock Global Asset Management LLC 2020-Current 


     Chief Investment Officer 

Ashton Thomas 

Scottsdale, AZ  

2020-2020  


Chief Investment Officer 

Trajan Wealth 

Scottsdale, AZ

2017-2020


Senior Portfolio Manager, VP

US Bank 

Scottsdale, AZ 

2015-2017


 Senior Portfolio Manager, VP

HighMark Capital, MUFG Union Bank , Beverly Hills, CA

2012- 2015


 Senior Portfolio Manager, VP

Key Private Bank

Portland, OR

2010-2012

 

Lead Equity Portfolio Manager & Senior Analyst

 The Rainier Group 

Bellevue, WA

 1999-2009 


Performance Analyst & Securities Account Examiner

 Frank Russell Company Seattle, WA 

1996- 1999  

Useful Links

Risk Assessment

How much risk are you comfortable taking?  Click our risk assessment link below.

Risk Assessment

Download our newsletter

Click to go to our Newsletter Page

Additional Information on Adam

 Click the link to learn about Adam's regulatory history on Broker Check and from the SEC's Public Disclosure site

Adam's Disclosures

Additional Information on Kevin

Click the link to learn about our advisors' regulatory history on the SEC's Public Disclosure site.

Kevin's Disclosures
Investment Advisor Public Disclosure

WaterRock Global Asset Management Documents

WaterRock's Form ADV and Customer Relationship Summary CRS.

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

WaterRock Global Asset Management

29 148th Avenue Southeast, Bellevue, Washington 98007, United States

(425) 698-1463

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


Disclaimer

  

This Website and its content are for informational and educational purposes only. You alone will need to evaluate the merits and risks associated with the use of this Website. Decisions based on information obtained from this Website are your sole responsibility, and before making any decision on the basis of this information, you should consider (with or without the assistance of a financial and/or securities adviser) whether the information is appropriate in light of your particular investment needs, objectives and financial circumstances. Investors should seek financial advice regarding the suitability of investing in any securities or following any investment strategies.


Although this Website may provide information relating to approaches to investing or types of securities and investments you might buy, sell or hold, no information available through the Website is intended or should be construed as any advice, recommendation or endorsement from us as to any legal, tax, investment or other matter. No reference to any specific security constitutes a recommendation to buy, sell or hold that security or any other security. Nothing on this Website shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained on the Website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this Website should not be taken as advice to buy, sell or hold any security. In preparing the information contained in this website, we have not taken into account the investment needs, objectives and financial circumstances of any particular investor. This information has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient of this information and investments discussed may not be suitable for all investors.


Any views expressed on this Website by us were prepared based upon the information available to us at the time such views were written. Changed or additional information could cause such views to change. All information is subject to possible correction. Information may quickly become unreliable for various reasons, including changes in market conditions or economic circumstances. If an investment is denominated in a currency other than the recipient's currency, changes in the rates of exchange may have an adverse effect on value, price or income. The levels and bases of taxation may also change from time to time. 


In no event shall the WaterRock Global Asset Management, LLC (“WaterRock Global”) be liable for any damages (whether direct, indirect, punitive, incidental, special, consequential or otherwise) arising out of, or in any way connected with, the use or inability to use this blog or for any information, software, products, or services obtained through or otherwise in connection with this website, in each case, regardless of whether such damages are based on contract, tort, strict liability, or other theories of liability. In no event shall WaterRock Global Asset Management, LLC be liable for any direct, incidental, consequential or punitive damages or injury or loss, including, but not limited to loss of anticipated profits, benefits, use or data that may result from any performance, failure of performance, error, omission, interruption, deletion, defect, delay in operation or transmission, computer virus or worm, communications line failure, theft or destruction or unauthorized access to, alteration of, or use of information, resulting from the use of or access to this site. Some jurisdictions may not allow the exclusion of certain implied warranties or consequential or incidental damages, so portions of the above exclusions may not apply to you. However, in no event shall the total liability to you for damages, losses, and causes of action (whether in contract, tort or otherwise) exceed the amount paid by you, if any, for accessing this website.

Downloads

WaterRock Global Asset Management, LLC ADV Part 2 (pdf)

Download

WaterRock ADV Part 3 Form CRS (pdf)

Download

Adam Droker ADV Part 2B (pdf)

Download

Kevin Churchill ADV Part 2B (pdf)

Download

WaterRock Investor Advisory Agreement (pdf)

Download

  

WaterRock Global Asset Management, LLC. is a Registered Investment Advisor in the State of Washington, Oregon, California, Arizona, and Florida. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exception. Investing in the stock market involves risk, including the risk of principal loss. Information in this document is in no way intended as personalized investment advice and should not be interpreted as such. Past performance is not necessarily indicative of future results.

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