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 eight different strategies that cover most client investment needs.

Exchange Traded Fund Strategies

ETF Strategies invest in both active ETFs and passive ETFs that seek to either replicate or exceed the returns of various indices.
​WaterFront has developed five different strategies to support client investment needs.

Dimensional Fund Strategies

Dimensional Fund Strategies are very low cost while also providing the opportunity to outperform indices over time.
​WaterFront has developed five different strategies based on Dimensional Funds.

Learn more about Asset Management.

Asset Management
Opportunistic MANAGED strategIES
custom strategies
Trent Grissom
Have any questions about Waterfront Asset Management Services?
Contact Trent Grissom, our Vice President & Director of Business Development, via email by selecting the link below..
*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, Suite 200
​Overland Park, KS 66209​​​
​​(913) 951-5800  /  (855) 875-0100
​Fax:  (866) 901-9089
*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 written content on this site is for information purposes only.  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.