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Opportunistic Managed Strategies

Opportunistic Strategy

This strategy seeks to provide above average returns over time by investing in a mix of US stocks, primarily small cap stocks, as well as international stocks and high yield bonds.  It provides good diversification to many large cap growth focused investments.   While the strategy is a contrarian value based strategy and at times deep value, the allocation will differ materially from many small cap value indices.
There is a heavy emphasis on special situation stocks. 
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Opportunistic Equity

A contrarian investment approach that seeks to identify 50+/- stocks with a compelling 2 to 3 year risk vs. reward.
Want to know more about Opportunistic Managed Strategies?

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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 email by selecting the link below..
Email Trent

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6711 W 121st Street, Suite 200
​Overland Park, KS 66209
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​​(913) 951-5800  /  (855) 875-0100
​Fax:  (866) 901-9089
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*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.
  • Home
  • About Us
    • Our Process
    • Advisors & Associates
  • Services
  • Asset Management
    • Opportunistic Managed Strategies >
      • Opportunistic Strategy
      • Opportunistic Equity
    • Fund Strategies
    • Custom Strategies
  • News & Events
  • Contact
  • Access Online