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ACTIVE FUND STRATEGIES​

Process Highlights

Each of the strategies will have funds to provide adequate diversification but will not go above a set amount to limit redundancy. Except for rare circumstances, we are investing client assets in institutional shares or the lowest cost share class.

We have a thorough screening process and each manager selected for a strategy is vetted on several different criteria. We monitor performance of fund managers and are ready to replace underperforming managers as needed. Every three months, or sooner if need be, the strategies are reviewed to see if changes need to be made. We utilize tactical asset allocation, changing the weightings between managers based on our own outlook and the outlook of third party research providers.
​

More detailed information about the construction process and parameters of each of the strategies is provided on a separate outline specific to each of the strategies.
US EQUITY
dividend & income
short duration
bond
aggressive fixed income
ABSOLUTE
Diversified Equity
Want to know more about Fund Strategies?

Exchange-Traded Fund
​Strategies

Dimensional Fund
​Strategies

*The investment(s) discussed may not be suitable for all investors. Investors should make investment decisions based on their own specific investment objectives and financial circumstances.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.

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Kansas location:

6711 W 121st Street
​Overland Park, KS 66209
​​​


​​(913) 951-5800
(855) 875-0100

Florida location:

217 SE 1st Ave.
​Suite 200-116
​Ocala, FL 34471


​​(352) 820-6004

*Waterfront Wealth Inc. is currently registered as an investment adviser with the Securities and Exchange Commission.  State securities laws require that the firm be registered, or qualify for an exemption from registration, in order to provide investment advisory services to residents of a particular state.   Should you choose to contact the firm, any substantive communication between you and the firm will be
conducted by a representative who is appropriately licensed, registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 
**All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations
are made by our firm as to another party's informational accuracy or completeness.  
***Waterfront Wealth Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney
​regarding your specific circumstances.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
  • Services
  • ASSET MANAGEMENT
  • News & Events
  • Access Online