ASSET MANAGEMENT
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. Opportunistic Total Return Strategy (OTRS)
The OTRS seeks 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.
2. Fund Strategies
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.
3. Custom Strategies
We can tailor investments to meet the unique needs of each investor.
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.
*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.
