WATERFRONT
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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.

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.
find out more

2.  Custom Strategy

We can tailor investments to meet the unique needs of each investor.​
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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. 
​
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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.
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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.
find out more

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Trent Grissom
Have any questions about Waterfront Asset Management Services?
Contact Trent Grissom, our Vice President & Director of Business Development, via phone by calling 913-951-5800 or via email by selecting the link below..
Email Trent

Learn more about Waterfront Asset Management (WAM).

ASSET MANAGEMENT
OPPORTUNISTIC MANAGED STRATEGIES
CUSTOM 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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6711 W 121st Street
​Overland Park, KS 66209
​​​
​​(913) 951-5800 
(855) 875-0100

*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
    • Opportunistic Managed Strategies
    • Balanced & Equity Strategies
    • Custom Strategies
  • News & Events
  • Access Online