Why we partner with Financial Advisors in offering our investment solutions…
Our investment careers have their roots at regional brokerage firms where our portfolio solutions and advice were delivered through Financial Advisors who maintained the relationships with their investing clients. We believe Financial Advisors are best equipped to determine the most suitable choices of offerings for each individual client's investment objectives. And as client needs change over time, the Financial Advisor can migrate the client from one RiverFront offering to another depending on changing investor time horizon, risk tolerance, or need for income. Each of the financial services firms with whom we work conducted an in-depth due diligence process prior to adding RiverFront offerings to their platforms and continues to review quarterly updates on our processes and results.
At RiverFront, we pride ourselves in developing personal working relationships with the Financial Advisors who incorporate our offerings as part of their client investment solutions. The details of all trades that occur in our portfolios are communicated to the Financial Advisors who have client assets in that portfolio prior to the next day's market opening. We tell them what we did and provide the rationale for the trade. Financial Advisors can view the holdings in every portfolio we manage on any given day. This is part of the reason we consider ourselves the Asset Manager with Glass Wall®.
By working directly with Financial Advisors rather than the investing public, our investment team can focus fully on the positioning of strategies we offer and our sales and marketing team can concentrate on working with the Financial Advisors to keep them informed of our offerings, our market outlook, and the tools we have to assist them with their clients. We have numerous methods of communicating with our Financial Advisor partners: through written publications, periodic market-oriented conference calls, regional and local face-to-face meetings, and direct phone conversations between advisors and our portfolio managers.
You can view our 6 global asset allocation strategies on the Offerings tab on this website. Our investment strategies are designed to provide outcome based investment results based on the investors' time horizon and risk tolerance. These strategies are available in 3 investment vehicles as shown on the Offerings page. Please contact your Financial Advisor to determine if you have access to invest in RiverFront portfolios. If you do not have a Financial Advisor and are interested in learning more, please call us at 804-549-4800 and we may be able to give you names of Financial Advisors in your area with whom we work.
* RiverFront has partnered with ALPS, A DST Company, in offering three share classes (A, C & I) for five of our strategies listed above (not Dynamic Fixed Income). For fact sheets, marketing materials, prospectuses, summary prospectuses, performance, expense information and other details about the mutual funds, you will be directed to the Alps/RiverFront website at http://www.alpsfunds.com/.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information. For more information about the RiverFront Funds or to obtain a prospectus, call 1.866.759.5679 or visit www.alpsriverfront.com. Read the prospectus carefully before investing.
The Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Suite 1100, Denver, CO 80203. ALPS Advisors, Inc. is the investment adviser to the Funds and RiverFront Investment Group, LLC is the investment sub-adviser. ALPS is not affiliated with RiverFront Investment Group, LLC.