A complete list of active advisors currently associated with Waterfront Advisors

Warmer can help you find a great advisor at Waterfront Advisors or one who fits your needs even better.

Waterfront Advisors provides discretionary asset management and standalone financial planning to individuals, high-net-worth clients, and trusts or estates. The firm manages a small number of ongoing client relationships and tailors portfolios and plans to each client’s stated objectives and risk tolerance. The advisor applies a water-focused investment lens, concentrating allocations in utilities, healthcare, consumer staples and industrials while using technical, charting, and cyclical analysis to guide security selection. Portfolios are managed on a discretionary basis with individualized client profiles, periodic (typically quarterly) reviews, and the firm’s disclosures indicate the potential use of options strategies and the accommodation of client-imposed restrictions. Distinctive features include the firm’s explicit thematic emphasis on water and the principal’s concurrent outside role in conservation work (noted as a significant time commitment), which the brochure ties to the firm's investment perspective. Operationally the firm manages accounts separately rather than routinely aggregating trades, does not routinely vote client proxies, and discloses use of Interactive Brokers alongside a potential receipt of research or other soft-dollar benefits.

To learn more about the advisors currently working at Waterfront Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.