RiverShares Dynamic Equity Income / RSDEI

Investment Objective

Seeks to implement an investment strategy concentrated in equities in order to provide opportunity for income growth over time.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

70% MSCI All Country World Index NR
30% Bloomberg Barclays US Aggregate Bond Index TR

Time Horizon

5-9 Years

BALANCED SOLUTION

Portfolio Overview

The RiverShares Dynamic Equity Income composite is designed for a 7-10 year time horizon and seeks to implement an investment strategy concentrated in equities in order to provide opportunity for income growth over time. The strategy includes multiple asset classes, including US and international (both developed and emerging market). This strategy is wholly implemented through shifting allocations to a suite of actively managed ETFs that are sub-advised by RiverFront. As the RiverShares holdings are limited to this suite of ETFs, these portfolios have a condensed structure and generally hold between five and nine positions at any given time.

INVESTOR OUTCOME

Sustain ~ More Aggressive

Goal: Prepare
Outcome: Growth/Income

RiverShares Dynamic Equity Income seeks greater growth of capital by having more stocks and a more global portfolio compared to our portfolios that target shorter time horizons. It is best suited for investors who have a 7-10 year investment time horizon and are willing to accept larger swings in portfolio value in order to try and achieve greater returns.

Distribute ~ More Aggressive

Goal: Spend
Outcome: Income

RiverShares Dynamic Equity Income seeks greater growth of capital by having more stocks and a more global portfolio compared to our portfolios that target shorter time horizons. It is best suited for investors who have a 7-10 year investment time horizon and are willing to accept larger swings in portfolio value in order to try and achieve greater returns.