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OS & OE  NEWS

OS Booklet - 12-2019.pdf
File Size: 1157 kb
File Type: pdf
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Want to know more about Opportunistic Managed Strategies?

Investment Process

Biography

*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
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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