WATERFRONT
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Separately Managed Accounts Booklet

Custom Strategies

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.

Exchange Traded Fund Strategies

Our ETF strategies are constructed with both very low cost passive exchange traded funds and some factor based
exchange traded funds.  Exchange Traded Funds can be more tax efficient than mutual funds and are generally
​a lower cost way to invest than mutual funds.

Dimensional Fund Strategies

Dimensional Fund Strategies are designed to be very low cost, similar to our passive strategies, and aim to outperform benchmarks with broadly-diversified portfolios that overweight high expected return securities and a portfolio management approach that minimizes costly market frictions.  Since 1981 Dimensional Fund Advisors has been a well-respected fund investment manager with a track record of applying empirical financial markets research.  Several Nobel-prize winning financial economists have served or are currently serving as board directors, thought leaders, or consultants; providing significant influence over the investment methodology.  This unique approach to investing has been validated by a long track-record of benchmark-beating performance across asset classes.

Active Fund Strategies

Active Fund Strategies invest in low cost shares of mutual fund managers that possess significant skill to outperform peers over time. Waterfront has developed multiple strategies that cover most client investment needs.
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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 at
​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
balanced / equity 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