Accumulate

Growth

Accumulate

Goal = Build Wealth
Outcome = Growth

The Accumulation phase is when an investor is working and saving for their life goals. Their goals may range from retirement, to their children’s education funding or a legacy of charitable donations. During this phase, the investor has the power of time and compound interest on their side allowing them to benefit from the growth of corporate earnings over multiple market cycles. We believe investors should focus on a consistent dollar cost average plan whereby they invest at regular intervals to smooth out their cost basis and benefit from price fluctuations. We think investors will learn to welcome market pullbacks as it provides opportunistic entry points to their investments.

RiverFront uses higher allocations to equites as compared to fixed income or cash to provide clients with a greater opportunity to grow their wealth over the long-term. We believe diversification across asset classes and regions lowers risk and provides a broader universe of opportunities.

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RiverFront's distinctive global investment strategies include our Advantage SMA, ETF, and Model Portfolio products. These are asset allocation portfolios designed to meet a broad range of investor needs, return objectives, and risk tolerance levels. They are built with a combination of stocks, bonds, and/or exchange-traded funds (ETFs).

Toggle to your client's preferred Risk Tolerance to view products that may be appropriate for your client in the Accumulate phase.

(2) Product results for Accumulate Phase with Aggressive Risk Tolerance

Core

Equity Solutions

Global Growth / GG
Investment Objective

Seeks aggressive growth of capital investment.

Implementation: Advantage

Stocks & ETFs

Implementation: ETF Advantage

ETFs Only

Benchmark

100% MSCI All Country World Index NR

Time Horizon

10+ years

Satellite

Equity Solutions

International Opportunities / IO
Investment Objective

Long term growth of capital in non-US equity markets.

Implementation: Advantage

Stocks & ETFs

Benchmark

100% MSCI All Country World Index ex US NR

Time Horizon

10+ Years

Explore all Advantage/ETF Advantage Model Portfolios

To learn more about our products and services please contact your financial advisor.