Steadfast & Agile
An unwavering commitment to meet the evolving needs of our financial advisor partners and their clients.
Global Perspective & Personal Commitment
RiverFront Investment Group is a global asset manager focused on Process over Prediction — a dynamic investment approach driven by a systematic, repeatable methodology. We provide flexible, risk-managed solutions for a range of investment objectives and risk tolerances. Our strategies can serve as the core of a client’s portfolio or as a satellite to complement other investments.
Changing Markets & Enduring Relationships
At RiverFront, we are not afraid of change. In fact, we embrace it. We rise to the challenges presented by modern global markets with speed; informed by process and tempered with deliberation. Our analytical rigor combines with artful interpretation to enable us to seize opportunity where appropriate without losing sight of long-term strategies. Our goal is to build relationships that become partnerships.
How We Work Together Sets Us Apart
Open collaboration and uncommon transparency are fundamental to RiverFront’s culture. The sense of confidence we have is balanced by true humility. So we keep learning and driving forward to continuously evolve and improve. We encourage and challenge each other to get to the best result possible while maintaining an environment of respect and collegiality.
Serving the Financial Advisor Today & Tomorrow
No matter how an advisor chooses to engage with us, every member of our team strives for excellence as we help to navigate a constantly shifting environment. We provide uncommon transparency into our investment decisions, as well as valuable insights, advice and solutions. Our goal is to support our partner advisors in building trust and forging lasting relationships with their clients. We understand that our success depends on theirs.
By the Numbers
AUA As of 12.31.22
We maintain an unwavering commitment to meet the needs of our financial advisor partners and their clients and strive for excellence to deliver investment results consistent with client expectations. We view our culture as a differentiator and hope you can feel the RiverFront difference. We are here to respect, serve, and support your needs with accountability, humility, and excellence. We look forward to partnering with you and are here to support your practice.
The RiverFront Difference
“I work with people I genuinely like and enjoy working with, doing work I find intellectually rewarding, and I get to help advisors help their clients find financial peace. I don’t know many places where you can find that combination of fulfilling work and fun people who care about each other. ”
Adam Grossman CFA®
Global Equity CIO | Co-Head of Investment Committee
“It is hard to be unique in the investment management business. RiverFront’s uncommon communication, transparency and access builds uniquely strong relationships with advisors. Our top advisors view us as strategic partners in their practices as we are much more than just a manager of money.”
Director of Corporate Strategy
“RiverFront is set apart from its competitors because we focus our efforts on cultivating a partnership with the financial advisor that ultimately benefits the end client. As an investment team, we are an extension of the financial advisor’s team; providing market assistance whenever needed. At the end of the day, we put the client and financial advisor’s interest above all else. Lots of firms talk about this, but at RiverFront we live it. This is what makes RiverFront special and what drives me every day.”
Kevin Nicholson CFA®
Global Fixed Income CIO | Co-Head of Investment Committee
Driven by a Bold Vision & Guided by Shared Values
The principals of RiverFront first work together as a team.
RiverFront Investment Group is founded with 15 associates.
RiverFront begins to sub-advise a series of mutual funds. Moved to current location in Downtown Richmond.
Crossed $3 billion in AUA and held first firm retreat in Williamsburg, VA.
RiverFront team grows to 30 associates.
RiverFront selects first Charitable Giving Partner and donates $25,000 + many volunteer hours to Children's Home Society of Virginia.
RiverFront launches first 100% fixed-income Separately Managed Account: Dynamic Fixed Income
$5 billion in AUA. RiverFront continues to partner with local charities and offers associates 4 hrs. monthly of paid volunteer time.
RiverFront launches 8 sub-advised exchange-traded funds (ETFs) and the RiverShares series of asset allocation portfolios.
RiverFront crosses $7 billion in AUA in October and has over 2,000 individual financial advisory teams in client base.
RiverFront sub-advised ETF AUA crosses $1.5 billion.
Established ENGAGE initiative focused on improving the experience for women in financial services.
Crossed $9 billion in AUA. Established Justice, Equity, Diversity, and Inclusion (JEDI) Committee.