Waterfront Asset Management
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Strategies & Performance

Waterfront Asset Management (“WAM”) is a division of Waterfront Wealth Inc., an Investment Advisor registered with the Securities and Exchange Commission (SEC).  WAM manages four separately managed account strategies available to all investors.  WAM is also responsible for the construction of several model portfolios that are available for Waterfront Advisors' clients.  In addition, WAM performs security research and provides recommendations to Waterfront Advisors for client purchases of individual bonds and/or equities.
2022 Separately Managed Account Booklet
Waterfront Balanced

Waterfront Equity
Opportunistic Strategy

Opportunistic Equity

2023 1st Quarter Commentary

OS Commentary
OE Commentary
WB Commentary
WE Commentary

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WATERFRONT ASSET MANAGEMENT
6711 W 121st street
overland park, ks 66209

913-951-5800

  • Home
  • About
  • Strategies & Performance
    • Opportunistic Equity
    • Opportunistic Strategy
    • Waterfront Balanced
    • Waterfront Equity
  • Insights
  • Contact
  • Waterfront Advisors