Managed Accounts

Waterstone Financial Group is a Registered Investment Advisor. To enable our eligible representatives to participate in asset based consulting, Waterstone has signed agreements with a number of asset management firms featuring a variety of investment strategies.

Mutual Fund Programs
These programs offer a well diversified portfolio of mutual funds incorporating different strategies and money managers. Varied approaches include strategic asset allocation and tactical systems. Among our providers are:

Best of America
Morningstar Managed Portfolios
Oppenheimer Portfolio Builder
SEI Investments
Pershing

Separate Account and Individual Issues
Programs utilizing individual stock selection are available as well and can allow a choice of professional managers with strategies and investment styles to match your clients' objectives. Your clients can enjoy direct ownership of individual issues and may benefit from the heightened awareness and control of taxation issues like realized capital gain. Separate Account products include:

Global Bridge
Manulife Private Account
Best of America
Curian Capital
SEI Investments
Pershing
Zacks
Vestor Capital

Independently Managed Programs
With executive approval, you may also be able to run your own program through Waterstone's advisory platform. Once your methodology is approved, we can offer trading and custodial capabilities via Pershing, access to no-load, no transaction fee mutual funds and support services including billing and reporting.

Investors should carefully consider the investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus, which can be obtained from your investment professional and should be read carefully before investing or sending money.  Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.