top of page
%20PNG%20(transparent%20bg).png)
877-230-3600
1561 Lakefront Dr Unit 204
Sarasota, FL 34240
(941) 867-8003 (p)
(941) 867-6080 (f)
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.
News
Contact
CONTACT US
For any inquiries, please call or email us:
877-230-3600 | info@watersidefl.com
our address
Alternatively
you can fill in the following contact:
bottom of page