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Investing in Your Legacy

Waterside Investment Advisers

Waterside provides investment advisory services to trustees of legacy, generation-skipping, and long-duration trusts.  We provide conservative guidance with the goal of minimizing risk to achieve a reasonable return for the trust beneficiaries.  Our ultimate objective is to fulfill the settlor's intent by prudently managing the trust assets until the beneficiaries reach the age of entitlement.

Conservative Investing for Legacy Trusts

Our Principal
Christopher D. Smith, Sr. is the principal of Waterside Investment Management.  Mr. Smith resides in Sarasota and has over 20 years of experience in the field of estate planning and trust administration.  He is a licensed attorney as well as a Florida-registered investment adviser.  He received his degree from Harvard University, magna cum laude, and a juris doctorate from Georgetown University.

Our Plan
Simplicity, transparency, and accountability.  We charge a flat advisory fee based on the trust assets under management.  All assets are held by a licensed custodian. The trustee retains complete control to allocate, move, or liquidate the trust assets at any time.  The trustee has full access to all account statements and can terminate the advisory relationship at any time.

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For any inquiries, please call or email us:

877-230-3600   |

our address

1561 Waterside Pl 204

Sarasota, FL 34240


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