Global Growth / GG

Equity Solution

Portfolio Overview

Seeks to provide the potential for 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, in our view.

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.

All investments in securities, including this portfolio, include a risk of loss of principal (invested amount) and any profits that have not been realized. Performance of any investment is not guaranteed. Markets fluctuate substantially over time, and have experienced increased volatility in recent years due to global and domestic economic events. 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. Please see the end of this page for more disclosures.

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.