Custom Strategies Overview
Waterfront is committed to providing clients with strategies that meet their needs. In some instances, the other strategies will not meet the needs of a client and at that point we will consider implementing a strategy at the client level. Examples of strategies that we may implement include municipal bond portfolios, including state specific portfolios. Hedging strategies that are designed to protect a client from a loss on a concentrated investment. Short duration individual bond portfolios designed to provide modest alpha to money market funds. There are a whole host of other strategies we are capable of implementing and we are willing to have that discussion with a client.
*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.