RiverShares Model Portfolios

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