Your choice regarding cookies: We use cookies when you use this Website. These may be 'session' cookies, meaning they delete themselves when you leave the Website, or 'persistent' cookies which do not delete themselves and help us recognize you when you return so we can provide a tailored service. However, you can block our usage by adjusting your browser settings to refuse cookies.
Partner Products
RiverFront offers SMA and UMA portfolios managed in partnership with talented outside managers that can be used as stand-alone exposures or as complements to our Advantage portfolios. These portfolios may be targeted to a specific asset characteristic, like International, or to a specific theme, like Washington D.C. Policy. While each partner may have different investment philosophies and processes, each share RiverFront’s strong cultural values and a commitment to the financial advisor.
Click on tabs below to view our solutions by Investor Outcomes
Equity Solutions
RiverFront Chautauqua International ADR Portfolio / RCIADR
Investment Objective
Seeks to outperform MSCI ACWI ex-US, net of management fees, over a normalized investment period of 3-5 years.
Implementation
International Equity ADRs
Benchmark
MSCI ACWI ex USA Index
Time Horizon
3-5 years
RiverFront Strategas Policy Opportunities Portfolio / RSPO
Investment Objective
Seeks to outperform the S&P 500 by investing in companies closely tied to public policy developments, namely through their lobbying activity in Washington D.C.
Implementation
Stocks
Benchmark
100% S&P 500
Time Horizon
5-7 years
RiverFront Strategas Blue Chip Opportunities Portfolio / RSBCO
Investment Objective
Seeks to outperform the S&P 500 by investing in domestic equities perceived by the market to have comparable sovereign-like features, specifically low credit default swap (CDS) prices.
Implementation
Stocks
Benchmark
100% S&P 500
Time Horizon
10 years+
RiverFront DWA Fusion Large Cap Portfolio / RDFLC
Investment Objective
Seeks to outperform the S&P 500 index by investing in companies that offer, in our view, attractive valuations, healthy balance sheets defined by low debt-to-equity ratios, and positive price momentum.
Implementation
US Equities
Benchmark
100% S&P 500
Time Horizon
10+ Years
RiverFront DWA Fusion Small Cap Portfolio / RDFSC
Investment Objective
Seeks to outperform the Russell 2000 index by investing in companies that offer, in our view, attractive valuations, healthy balance sheets defined by low debt-to-equity ratio, and positive price momentum.
Implementation
US Equities
Benchmark
100% Russell 2000
Time Horizon
10+ Years