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Advantage Products
RiverFront offers Fixed Income, Balanced and Equity Solutions for a range of investment objectives and risk tolerances. We have designed strategies to align with client investment needs from all fixed income to all equities, ranging from the most conservative at the top to the most aggressive at the bottom. The Balanced strategies and Global Growth combine RiverFront’s strategic asset allocation process with shorter term tactical tilts within the portfolios as market conditions warrant. International Opportunities and Dynamic Fixed Income use our global macroeconomic analysis and quantitative modeling to create portfolios that are flexible and broad in both mandate and implementation.
All investments in securities, including the Advantage Products, include a risk of loss of principal (invested amount) and any profits that have not been realized. Markets fluctuate substantially over time, and have experienced increased volatility in recent years due to global and domestic economic events. Performance of any investment is not guaranteed. In a rising interest rate environment, the value of fixed-income securities generally declines. Diversification does not guarantee a profit or protect against a loss. Investments in international and emerging markets securities include exposure to risks such as currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability.
Resources
Click on tabs below to view our solutions by Investor Outcomes
Fixed Income Solutions
Dynamic Fixed Income ETF ADV / DFI ETF
Investment Objective
Seeks to provide attractive current income primarily through investments in fixed income securities.
Implementation: ETF Advantage
ETFs Only
Benchmark
100% Bloomberg US Aggregate Bond Index TR
Time Horizon
2 - 3 Years
Balanced Solutions
Conservative Income Builder / CIB
Investment Objective
Seeks to provide income & growth consistent with capital preservation.
Implementation: Advantage
Bonds, Stocks & ETFs
Implementation: ETF Advantage
ETFs Only
Benchmark
30% S&P 500 Index TR
70% Bloomberg US Aggregate Bond Index TR
Time Horizon
3 - 5 Years
Moderate Growth & Income / MGI
Investment Objective
Seeks to provide attractive current income and potential for that income to grow over time.
Implementation: Advantage
Stocks & ETFs
Implementation: ETF Advantage
ETFs Only
Benchmark
40% S&P 500 Index TR
10% MSCI EAFE NR USD Index
50% Bloomberg US Aggregate Bond Index TR
Time Horizon
5 - 7 Years
Dynamic Equity Income / DEI
Investment Objective
Seeks to balance current income with the desire for income to grow over time with an emphasis on equities.
Implementation: Advantage
Bonds, Stocks & ETFs
Implementation: ETF Advantage
ETFs Only
Benchmark
70% MSCI All Country World Index NR
30% Bloomberg US Aggregate Bond Index TR
Time Horizon
7 - 10 Years
Global Allocation / GA
Investment Objective
Seeks to provide high long-term total return.
Implementation: Advantage
Bonds, Stocks & ETFs
Implementation: ETF Advantage
ETFs Only
Benchmark
80% MSCI All Country World Index NR
20% Bloomberg US Aggregate Bond Index TR
Time Horizon
7 - 10 Years
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