RiverShares Global Growth / RSGG

Investment Objective

Seeks to provide long-term growth of capital.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

100% MSCI All Country World Index NR

Time Horizon

10+ Years

Effective April 30, 2022, RiverFront will no longer accept new accounts for this RiverShares model portfolios. Furthermore, effective on or about December 31, 2022, RiverFront will cease to offer this portfolio.

EQUITY SOLUTION

Portfolio Overview

RiverShares Global Growth 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 are attractive to us on a long-term basis. The RiverShares Global Growth composite is designed for a time horizon of 10 or more years, and its global mandate typically results in an investment strategy concentrated in global equities, 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 eight positions at any given time.

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. RiverShares Global Growth is designed to be invested in stocks around the world and remain fully invested most of the time. Riverfront will seek to optimize returns through country, region, and stock selection.