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RiverShares Model Portfolios
RiverShares Model Portfolios are portfolios that invest solely in RiverFront ETFs or in a combination of RiverFront ETFs, and 3rd party ETFs. The model portfolios are managed using RiverFront asset allocation, security selection, and risk management process. These models are constructed based on a variety of mandates ranging from risk tolerance, time horizon, and desired investor outcomes.
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 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 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 US Aggregate Bond Index TR
Time Horizon
7-10 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 US Aggregate Bond Index TR
Time Horizon
7-10 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
10+ 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