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.
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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.
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.
*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.