ASSET MANAGEMENT
Investment Process
The Chief Investment Officer is responsible for developing, monitoring and improving the strategies. That is done in concert with input provided by the financial advisors. A collaborate approach between the Chief Investment Officer and the financial advisors will lead to strategies that are better suited to clients needs.
Waterfront meets every three months to discuss performance and expectations for each of the strategies. The Chief Investment Officer highlights some of the strengths and weaknesses of each strategy, and discusses any changes within a strategy. We make tactical asset allocation decisions that impact strategy construct. The Chief Investment Officer walks through the rationale behind any material changes.
Waterfront meets every three months to discuss performance and expectations for each of the strategies. The Chief Investment Officer highlights some of the strengths and weaknesses of each strategy, and discusses any changes within a strategy. We make tactical asset allocation decisions that impact strategy construct. The Chief Investment Officer walks through the rationale behind any material changes.
Investment Statement
Waterfront Asset Management believes that each client has unique investment needs. We are committed to providing our financial advisors with a multitude of high quality investment options to enable them to best serve the investment needs of his of her client.
In order to accomplish this, we have developed several strategies including...
1. Balanced Strategy
The Waterfront Balanced strategy seeks to opportunistically allocate between asset classes to provide
a combination of capital appreciation and current income. The blended portfolio of assets is diversified across sectors with
security selection governed by a disciplined emphasis on finding reasonably priced profitable companies with
sound capital structures.
a combination of capital appreciation and current income. The blended portfolio of assets is diversified across sectors with
security selection governed by a disciplined emphasis on finding reasonably priced profitable companies with
sound capital structures.
2. Custom Strategy
We can tailor investments to meet the unique needs of each investor.
3. Equity Strategy
The Waterfront Equity strategy is a concentrated portfolio focused on capital appreciation.
The strategy is predicated on the belief that above-average profitability is an accurate measure of quality and
that the market frequently underestimates its durability. The strategy seeks to invest in quality companies
when they are attractively valued or out of favor.
The strategy is predicated on the belief that above-average profitability is an accurate measure of quality and
that the market frequently underestimates its durability. The strategy seeks to invest in quality companies
when they are attractively valued or out of favor.
4. Fund Strategy
We provide a number of strategies that enable advisors to better serve their clients. There are active strategies
based on mutual funds, ETF strategies based on active and passive exchange traded funds, as well as
several strategies based on mutual funds offered by Dimensional Funds Advisors.
based on mutual funds, ETF strategies based on active and passive exchange traded funds, as well as
several strategies based on mutual funds offered by Dimensional Funds Advisors.
5. Opportunistic Managed Strategy
These strategies seek to provide above average returns by investing in securities with strong risk vs. reward
characteristics utilizing several different asset classes.
characteristics utilizing several different asset classes.
*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.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.