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BOND

Investor Profile

An investor in the Bond Strategy desires a modest level of current income and safety of principal. This investor is willing to accept some risk of either short term principal losses or principal impairment in order to achieve a higher level of current income than what would be available to an investor taking minimal credit or interest rate risk.

Strategy Objective

This benchmark for the strategy is 70% Bloomberg Barclays US Agg Total Return Unhedged, 10% Bloomberg Barclays Emerging Markets USD Agg Total Return Index Unhedged, 10% S&P/LSTA Leveraged Loan Index, 10% Bloomberg Barclays Global Agg Total Return Index Unhedged.  The target distribution is over three percent.

Strategy Characteristics

The Bond Strategy will include several total return bond funds, two or three high yield bond/bank loan funds, several international bond funds and any other fund that may add value. Although some individual funds may take significant credit risk or interest rate risk, the strategy as a whole will be positioned to take modest credit risk or interest rate risk. However, the strategy is flexible and from time to time the interest rate risk or credit risk may be increased. If duration is extended, this strategy should provide some capital appreciation in a declining interest rate environment.

Strategy Process

A lot of emphasis is put on fund manager screening. Fund managers in this strategy need to have an adept understanding of global economies and a proven ability to invest appropriately. Alpha in strategy will come more from economic analysis than security analysis and we are looking for managers that are particularly focused on understanding global economic data. The managers selected will be able to make tactical asset allocation decisions as deemed fit but we are not investing in managers that are making very concentrated investments. We will from time to time make tactical asset allocation decision between managers. Performance of managers is monitored and we will make manager changes if we believe it is appropriate.

Learn more about Active Fund Strategies.

US EQUITY
DIVERSIFIED equity
dividend & income
absolute
aggressive
​fixed income
short duration
*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.
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