Riverfront Investment Group, LLC
RiverFront Investment Group, LLC is an SEC-registered investment adviser headquartered in Richmond, Virginia. Founded in December 2007, RiverFront is primarily owned by its associates through RiverFront Investment Holding Group, LLC, with Baird Financial Corporation as a minority owner. The firm employs approximately 45–50 employees and offers asset management services for a range of clients, focusing on model portfolios and sub-advisory mandates for ETFs. RiverFront serves a diverse client base, including individual investors, investment companies, pension and profit-sharing plans, charitable organizations, corporations, and other entities.
Investment Strategy
RiverFront Investment Group utilizes a dynamic, global, and tactical asset allocation investment philosophy, which is implemented through model investment portfolios designed for various risk tolerances and objectives. They offer Fixed Income, Balanced, and Equity strategies via wrap fee programs and as sub-adviser to ETFs, tailoring solutions to market conditions by actively adjusting asset allocation in response to economic trends and forecasts. The firm incorporates a mix of fundamental and quantitative research to support its investment decisions and strives for transparency in process and portfolio construction.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR CORE MSCI | 4.29% | $219.8M | 2,632,595 | $76.18 | $83.48 | +$149.2M |
G GSLC | GOLDMAN SACHS ETF TR | 4.28% | $219.4M | 1,807,277 | $68.10 | $121.38 | +$22.3M |
S SPAB | SPDR SERIES TRUST POR | 3.86% | $197.5M | 7,716,661 | $29.20 | $25.60 | -$747.6K |
S SCHI | SCHWAB STRATEGIC TR 5 | 3.72% | $190.4M | 8,366,590 | $22.08 | $22.76 | +$544.1K |
B BND | VANGUARD BD INDEX FD | 3.37% | $172.8M | 2,346,252 | $80.15 | $73.63 | -$1.3M |