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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 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
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 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