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DIVIDEND & INCOME

Investor Profile

An investor in this strategy either is in need of periodic income generated by the strategy or has a preference for investments that distribute income. In either case, the investor also needs or desires growth in the strategy to meet future income goals and to protect against inflation.

Strategy Objective

The strategy is positioned to provide steady income to investors while also generating some capital appreciation to help meet future income needs. The target distribution rate is over four percent. The strategy benchmark is 30% Russell 1000 Value Index, 20% MSCI ACWI ex US Index, 10% Bloomberg Barclays US Corporate High Yield Total Return Index Unhedged, 20% Chicago Board Options Exchange S&P 500 BuyWrite Monthly Index, 10% Bloomberg Barclays US Agg Total Return Unhedged Index, 10% Bloomberg Barclays Emerging Market USD Aggregate Total Return.

Strategy Characteristics

The strategy will consist of a mix of equity funds, fixed income funds or funds that combine equity and debt. The equity managers selected will tend to be more value oriented and hold stocks that pay higher than average dividends. The portfolio will have investments in a wide variety of regions and/or sectors. International investments, smaller capitalization stocks, higher yielding fixed income, MLP’s, REIT’s, Preferred Equity and covered call funds will be utilized by the strategy to provide higher income and diversification benefits.

Strategy Process

A wide variety of managers are screened for this strategy. Managers selected can range from large broad growth and income funds that cover many different parts of the investment universe to smaller more focused managers that concentrate on a specific sector of the market. We seek managers that have well thought out coherent approaches to investing and have proven to be good investors over time. Manager strategy and performance is monitored both for funds within the strategy and select funds we are contemplating adding to the strategy.

Tactical asset allocation between managers is utilized in an attempt to enhance returns. Tactical asset allocation is derived from significant internal research of economic and financial data. We also utilize third party research to help formulate our approach to tactical asset allocation.

Learn more about Active Fund Strategies.

US EQUITY
DIVERSIFIED equity
absolute
aggressive
​fixed income
bond
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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6711 W 121st Street
​Overland Park, KS 66209
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​​(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