In a recent communication, we highlighted we had reached our 10-year milestone as a business.
In that time we have established and ran a suite of SMA’s and Multi-Asset Models that have achieved outstanding performance and broader industry recognition for their results. And perhaps even more importantly, we have been able to forge relationships with planning groups and deliver them an investment solution that is transparent, actively-managed, low-cost and generating industry-leading returns.
This has always been our overriding goal, to provide financial planners with an investment product that leads the industry in terms of both sophistication and investment performance.
And as the next phase of our evolution we have recently welcomed Shantelle Lay to our team as our BDM. Shantelle has an engaging personality and exceptional communication skills to go along with her significant experience in the Financial Services industry, most recently at one of the major banks.
We’ll let her introduce herself in her own words…
Shantelle Lay – Watershed Business Development Manager
“I am passionate about working with clients to better understand their needs and deliver their desired investment outcomes. I am really excited to be joining the Watershed team because I believe we have the investment team and the product to deliver these objectives. I look forward to chatting and meeting as many of you as I can over the coming months!”