RiverShares Model Portfolios

RiverShares Model Portfolios

RiverShares are model portfolios that are comprised solely of RiverFront sub-advised exchange-traded funds (ETFs) and managed using our asset allocation, security selection, and risk management processes. These models are constructed based on investor time horizons and risk tolerances. RiverShares Models generally hold between 4-9 of the RiverFront Sub-Advised ETFs at any given time. Our trade rationales and Advisor Portal keep our financial professional partners informed on how we manage the portfolios and share detailed information on how trades affect the portfolios.

Click on tabs below to view our solutions by Investor Outcomes

Balanced Solutions

RiverShares Conservative Income Builder / RSCIB
Investment Objective

Seeks to provide income and growth consistent with a conservative level of risk.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

30% S&P 500 Index TR
70% Bloomberg Barclays US Aggregate Bond Index TR

Time Horizon

3-5 years

RiverShares Moderate Growth & Income / RSMGI
Investment Objective

Seeks to provide growth of capital with an equal emphasis on growth of income.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

40% S&P 500 Index TR
10% MSCI EAFE (NR) USD Index
50% Bloomberg Barclays US Aggregate Bond Index TR

Time Horizon

5-7 years

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

RiverShares Global Allocation / RSGA
Investment Objective

Seeks to provide high long-term total return.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

80% MSCI All Country World Index NR
20% Bloomberg Barclays US Aggregate Bond Index TR

Time Horizon

5-9 years

Equity Solutions

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

5-9 Years

RiverShares International Opportunities / RSIO
Investment Objective

Seeks to provide long-term growth of capital in non-US equity markets.

Implementation: Advantage

RiverShares Eligible ETFs

Benchmark

100% MSCI All Country World Index ex US NR

Time Horizon

10+ Years