WATERFRONT
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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.

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In order to accomplish this, we have developed several strategies including...

1.  Opportunistic Managed Strategies

These strategies seek to provide above average returns by investing in securities ​with strong risk vs. reward
​characteristics utilizing several different asset classes.
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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.
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3.  Custom Strategies

We can tailor investments to meet the unique needs of each investor.​
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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.
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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 email by selecting the link below..
Email Trent
*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, Suite 200
​Overland Park, KS 66209
​​​
​​(913) 951-5800  /  (855) 875-0100
​Fax:  (866) 901-9089
*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 written content on this site is for information purposes only.  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 >
      • Opportunistic Strategy
      • Opportunistic Equity
    • Fund Strategies
    • Custom Strategies
  • News & Events
  • Access Online