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

Equity Solution

Portfolio Overview

Seeks to provide the potential for high long-term growth of capital by taking advantage of its long, 10+ year investment horizon to identify asset classes that we see as attractive on a long-term basis.

The portfolio’s 10+ year investment horizon typically results in an investment strategy concentrated in equity investments, including US and international stocks (both developed and emerging market), real estate investment trusts (REITs), commodities, etc., since these investments typically provide the best opportunity for long-term growth of capital, in our view. The portfolio is constructed by our asset allocation, security selection, and risk management processes.

INVESTOR OUTCOME

Accumulate ~ More Aggressive

Goal: Build
Outcome: Growth

Stocks are the preferred way to accumulate wealth for investors with a 10-year plus investment horizon in our view. Global Growth is designed to be invested in stocks around the world and remain fully invested most of the time. Riverfront seeks to optimize returns through country, region, and stock selection.