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.
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.
Chief Investment Officer
EVP, CRPC® MBA
Adam is Executive Vice President and Chief Investment Officer at WaterRock Global Asset Management LLC. His practice focuses on Retirement Planning and Asset Transference for Business Owner, Gay Couples, and Individuals.
BA Business Washington State University 2003
MBA Finance Washington State University 2004
Merrill Lynch Seattle 2005-2007
Morgan Stanley Seattle 2007-2011
WaterRock Global Asset Management LLC 2011-Current
How much risk are you comfortable taking? Click our risk assessment link below.
Click the link to learn about Adam's regulatory history on Broker Check and from the SEC's Public Disclosure site.
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.
29 148th Avenue Southeast, Bellevue, Washington 98007, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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