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Custom Advantage
Through RiverFront’s Custom Portfolio Solutions, advisors can access Custom Advantage – custom implementation of RiverFront strategies tailored to individual investor needs. Custom Advantage may be a fit when high net worth investors have a unique investment need that requires specialized active asset management.
For Investors: Please contact your financial advisor for more information.
For Financial Advisors: Please log in to see our full offerings in more detail.
All investments in securities, including the types of solutions described above, include a risk of loss of principal (invested amount) and any profits that have not been realized. Performance of any investment is not guaranteed and there is no guarantee the tax loss harvesting strategy will generate the desired tax savings or that investments made will generate income, gains or losses as anticipated. RiverFront does not offer tax, legal or accounting advice.
CPS: Fixed Income Solutions
Investment Objective
Targeting income and improved after tax returns though national or state Municipal bonds.
Availability
Single or Dual Contract SMA
Minimums
Account minimums and availability subject to change based on individual broker/dealer firms. To further explore options, please consult your RiverFront representative.
CPS: Strategic Income Solutions
Investment Objective
Applying RiverFront investment process to income-oriented solutions.
Availability
*Single or Dual Contract SMA
Minimums
Account minimums and availability subject to change based on individual broker/dealer firms. To further explore options, please consult your RiverFront representative.
CPS: Options Overlay
Investment Objective
Managing concentration risk using covered calls along with diversifying the portfolio by accounting for company specific risks of concentrated positions.
Availability
Single or Dual Contract SMA
Minimums
Account minimums and availability subject to change based on individual broker/dealer firms. To further explore options, please consult your RiverFront representative.
CPS: Transitioning Legacy Portfolios
Investment Objective
Transitioning existing strategies through active management with tax loss harvesting and custom outcomes.
Availability
Single or Dual Contract SMA
Minimums
Account minimums and availability subject to change based on individual broker/dealer firms. To further explore options, please consult your RiverFront representative.
CPS: RiverShares
Investment Objective
Incorporating RiverFront Sub-Advised ETFs.
Availability
Single or Dual Contract SMA
Minimums
Account minimums and availability subject to change based on individual broker/dealer firms. Not available for qualified or ERISA accounts. To further explore options, please consult your RiverFront representative.
An option is a contract sold by one party to another that gives the buyer the right, but not the obligation, to buy (call) or sell (put) a stock at an agreed upon price within a certain period or on a specific date. A covered call option involves holding a long position in a particular asset, in this case US common equities, and writing a call option on that same asset with the goal of realizing additional income from the option premium. Certain ETFs use a covered call strategy. By selling covered call options, the fund limits its opportunity to profit from an increase in the price of the underlying index above the exercise price but continues to bear the risk of a decline in the index. Please see below for important disclosures regarding this type of investing.
To learn more about our products and services please contact your financial advisor.
Is Custom Advantage Right for Your Client?
Here are just some of the ways Custom Advantage is helping advisors provide more custom investment solutions:
- Managing Overall Portfolio Risk
- Managing or Converting Legacy Positions
- Seek Income Generation and Risk Reduction
- Meet Desire for More Active Management
- Active Tax Management
- Meet Region, Sector, or Security Restrictions or Goals
- Holistic Household Investment Strategies Consideration
- Reduction of Fees Associated with existing funds holdings
- Reduction of Concentrated Positions
- Multiple Accounts for One Household, Managed Separately or Together