Services to Grow Your Investments.

If you’re a hands-off investor, BWI offers tax-sensitive, timely account management so you can set your investments and trust them. We equip you with invaluable market updates to ease your doubts. To help you sleep better at night, BWI recommends its Capital Preservation strategy. This add-on service manages risk with more action, utilizing cash and hedging strategies during market declines. You can rest assured that BWI will respond when the market signals change.

There are a myriad of short-term or monthly services BWI loves to execute for the benefit of its clients’ long-term needs. From business planning to tailored 401K rebalances to consulting for major financial decisions such as refinancing or assistance timing mortgage rates for home purchases, Be Water will be there to provide expert counseling for your every financial goal.

Wealth management also should offer clients autonomy to experience life. BWI will partner with you to ensure that your financial decisions translate to experiential gains. Our financial planning services will help you sharpen your image of a desired financial future so you can look forward with clarity and confidence.

As defined in our agreements, qualified clients who have a high risk tolerance can select our performance-based management strategy, which includes hour-to-hour management of their portfolio and frequent trading to try to capture gains and reduce exposure to market movements.

Services to Grow Your Investments.

Financial Management and Rebalancing:

If you’re a hands-off investor, BWI offers tax-sensitive, timely account management so you can set your investments and trust them. We equip you with invaluable market updates to ease your doubts. To help you sleep better at night, BWI recommends its Capital Preservation strategy. This add-on service manages risk with more action, utilizing cash and hedging strategies during market declines. You can rest assured that BWI will respond when the market signals change.

Financial Consulting:

There are a myriad of short-term or monthly services BWI loves to execute for the benefit of its clients’ long-term needs. From business planning to tailored 401K rebalances to consulting for major financial decisions such as refinancing or assistance timing mortgage rates for home purchases, Be Water will be there to provide expert counseling for your every financial goal.

Financial Planning:

Wealth management also should offer clients autonomy to experience life. BWI will partner with you to ensure that your financial decisions translate to experiential gains. Our financial planning services will help you sharpen your image of a desired financial future so you can look forward with clarity and confidence.

Performance-Based Management:

As defined in our agreements, qualified clients who have a high risk tolerance can select our performance-based management strategy, which includes hour-to-hour management of their portfolio and frequent trading to try to capture gains and reduce exposure to market movements.

Need a personalized solution?

BWI prides itself on tailoring our services to your unique needs.

Why Us.

Our services are both adaptive and disciplined processes that use technical analysis so that we can respond to price rather than react to the news. B. Water Investments’ passion is protecting and preserving wealth as well as recognizing periods of stock market growth and including clients in those bullish cycles with conviction. For BWI, wealth accumulation and wealth management should honor that risk/reward balance.

One of the most important reasons we must invest for retirement is inflation. We believe that most wealth managers likely measure their retirement models on core inflation, but that data is not good enough for BWI. Your money needs to work better than conventional statistics. We think that the stock market’s annual returns are a better representation of inflation.

Did you know that the dashboards for measuring inflation – the CPI and the PCE – exclude water quality from their data*? But when water quality goes down and healthcare costs go up, your paychecks, retirement goals, and social security are not adjusted higher to ease our increased cost of living expenses. We believe BWI’s investment process is the most efficient place for us to combat this systemic discrepancy.

*Zitron, Michael. Waconomics: Redefining Water’s Role in Our Economy. Water M. Mission Publishing, 2018.

Our Story.

Because the stock market represents an ever-changing, tidal environment, Be Water Investments believes it is time to be water – be active, be fluid, and be nimble. BWI’s investment philosophy of taking finite risks to avoid long-term attachments to underperforming investments shapes our highly active money management services.

The CEO’s passion for serving others, preserving wealth, and managing assets began in 2008 with financial trading tied to his decade-long research in how water affects money. The CEO’s publishing of Waconomics in 2018 was merely the first step in BWI’s use of research as the backbone for developing sound investment policies.

Michael Zitron

B. Water Investments –Turning Water into Wealth

Michael Zitron B. Water Investments –Turning Water into Wealth

Our Social Impact.

Did you know that countries with the least water have the highest gender inequality and most extreme terrorism? ESG scores alone cannot heal this imbalance.

$0
As of December 2022 our Assets Under Management

We manage all phases of your wealth 💎 and BWI donates up to 10% of its revenue to water charities and water diplomacy efforts 💧.

Did you know that countries with the least water have the highest gender inequality and most extreme terrorism? ESG scores alone cannot heal this imbalance.

0MM
As of December 2022 our Assets Under Management

We manage all phases of your wealth 💎 and BWI donates up to 10% of its revenue to water charities and water diplomacy efforts 💧.

ESG in Action.

BWI hopes to harness the power of water and transform it into wealth.

We acknowledge the good intentions of ESG and we believe that water is the number one physical catalyst to improve environmental, social, and economic equality. Our charitable contributions are the most fitting compromise for the ESG community.

True Wealth
Capital Accumulation
Active Management
Autonomy

All of our financial management services can include management of stocks, ETFs for indexes and commodities, options, cryptocurrency/digital assets, and much more.

Get a personal consultation.

Office

809 Virginia Ave
Virginia Beach, VA 23451

Contact

info@bewaterinvestments.com

Open Hours

Every day, by appointment only.