RiverFront Investment Group

Who We Are

We are a portfolio management team of 10 investments professionals that have worked together for many years and have been responsible for over $70B in discretionary assets.

What We Do

We strategically AND tactically manage two global allocation models... (1) Growth, and (2) Growth and Income.

Dynamic Investment Process

We design “Dynamic Strategic” allocation models. Value drives our long-term allocation strategy. Strategic allocation is a dynamic process where price matters. We believe the price you pay for an asset class is the most important determinant of returns over time…PRICE MATTERS.

We tactically adjust the models. This long-term strategy is then modified with tactical tilts designed to accommodate current market trends, putting greater weight on asset classes that have positive momentum. In other words, our asset allocation strategy seeks to combine our judgment of value with our sense of momentum, making our largest allocations when our evaluation of value and momentum
are aligned.

We optimize the portfolios. We offer the world in one account…To do this successfully, we implement fundamental AND technical disciplines into our security selection process.

We manage risk. Comprehensive, active risk management discipline throughout the entire investment process…We take risk management as seriously as security selection.

Global Strategic Allocation with Tactical Tilts

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THE ASSET MANAGER WITH GLASS WALLS: Constant communication and access to everything we do & why we are doing it