Advantage/ETF Advantage Model Portfolios

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.

Click on tabs below to view our solutions by Investor Outcomes

Fixed Income Solutions

Dynamic Fixed Income / DFI
Investment Objective

Seeks to provide attractive current income primarily through investments in fixed income securities.

Implementation: Advantage

Bonds & ETFs

Implementation: ETF Advantage

ETFs Only

Benchmark

100% Bloomberg Barclays 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 Barclays 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 Barclays 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

Stocks & ETFs

Implementation: ETF Advantage

ETFs Only

Benchmark

70% MSCI All Country World Index NR
30% Bloomberg Barclays 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

Stocks & ETFs

Implementation: ETF Advantage

ETFs Only

Benchmark

80% MSCI All Country World Index NR
20% Bloomberg Barclays 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

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

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