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Riverfront Asset Allocation Growth & Income Class I (0P0000O54K)
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01/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 42.76M
RiverFront Dynamic Equity Income Fund Class I
13.940
+0.010
+0.07%
- Overview
- Profile
- Historical Data
- Holdings
0P0000O54K Overview
On this page you'll find an in-depth profile of Riverfront Asset Allocation Growth & Income Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000O54K among other information.
Investment Strategy
The investment seeks to achieve long-term growth and income. The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to consist of ETFs sub-advised by RiverFront as well as unaffiliated ETFs. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 60% to equities and 40% to fixed-income securities.
Contact Information
Address
1290 Broadway, Suite 1100
Denver,CO 80203
United States
Denver,CO 80203
United States
Phone
+1 8667595679
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin Nicholson | Director of Portfolio Risk Strategy | 2023 | Now |
| Biography | Kevin Nicholson, CFA: Chief Market Strategist, COO of RiverShares Division Kevin serves as Chief Market Strategist and COO of RiverShares Division and is responsible for raising and deploying cash in the portfolios, as well as determining which asset classes to use as funding or investment sources when making the tactical allocation decisions in the RiverFront strategies. Kevin's career has spanned over 25 years and during that time he has served in various capacities in trading, portfolio management and risk management. He joined RiverFront in 2010 and served as the senior Fixed Income Portfolio Manager for 2 years and the Chief Risk Officer for 4 years. In his role as Chief Market Strategist, his primary responsibility is implementing the tactical asset allocation shifts in the firm’s strategies. In addition, Kevin serves on the firm’s Investment Committee. He is also a regular guest on financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Kevin earned a BA in Business and Economics from Randolph-Macon College and an MBA from Virginia Commonwealth University. He earned his CFA designation in 2014. | ||
| Adam Grossman | Manager | 2023 | Now |
| Biography | Adam serves as the Global Equity CIO, responsible for the investments of the US Equity and International Equity teams. In addition, he serves as the Co-Head of the Investment Committee and serves on the Operating Committee. He brings nearly 20 years’ worth of industry experience in quantitative risk management and portfolio analytics. Adam is responsible for the equity decisions made in the various strategies and the development of the factor models used in the investment processes at RiverFront. Prior to joining RiverFront, Adam worked at the Virginia Retirement System (VRS), where he managed International Equity and REIT Portfolios and developed research on equity selection and portfolio construction. He began his investment career as a fixed income analyst at VRS. Adam earned a BS from Baldwin-Wallace College with a double major in Mathematical Economics and Finance, and an MA in Financial Economics from Virginia Commonwealth University. He received his Chartered Financial Analyst® designation in 2009. | ||
| Scott Hays | Lead Portfolio Manager and Director of Operations, RiverShares | 2020 | 2023 |
| Biography | Scott serves as Lead PM and Director of Operations, RiverShares. Additionally, he serves as a portfolio manager for our mutual fund and Advantage products and leads asset allocation research. He serves on the firm’s Investment Committee. Prior to RiverFront, he co-founded and served as Chief Investment Officer of an alternative asset management company that employed a quantitative market-neutral equity approach. He also worked at Analysis Group, a financial and economic consulting firm. He received his BBA from Millsaps College, MBA from the University of Chicago and received his CFA in 2018. | ||
| Bill Ryder | Director of Small/Mid Cap Portfolio Management | 2018 | 2022 |
| Biography | Bill serves as Director of Quantitative Market Strategy bringing more than 20 years of experience in the business. In his current role, Bill has worked to develop a number of quantitative tools that provide market signals to the team; focusing on time periods of 1 to 3 months. Prior to launching RiverFront, Bill was Director of Quantitative Strategy at Wachovia Securities and its predecessor firms. Bill joined the Investment Strategy Department of Wachovia Securities (Wheat First Butcher Singer) in 1991 and during his time there also served as a portfolio manager for separately managed and mutual fund portfolios. Bill is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). | ||
| Rebecca Felton | Dir.Portfolio Risk Mgmt | 2019 | 2020 |
| Biography | Rebecca serves as Senior Market Strategist. She is responsible for implementing the investment model provided by Chautauqua Capital Management. She brings over 30 years of industry experience to this role. In addition, she serves on the firm's Investment Committee. Rebecca has been with RiverFront since the company’s founding in 2008. She was previously at Wachovia Securities where she served as Senior Vice President and Senior Portfolio Manager for the Wachovia Compass Advisory Program. Additionally at Wachovia, she managed relationships with the firm's national research providers and was responsible for communicating research recommendations to the retail system through live daily broadcasts, written reports and branch seminars. Rebecca earned a BS in Business Administration from the University of Richmond and an MBA from Virginia Commonwealth University. | ||
| Kevin Nicholson | Director of Portfolio Risk Strategy | 2015 | 2020 |
| Biography | Kevin Nicholson, CFA: Chief Market Strategist, COO of RiverShares Division Kevin serves as Chief Market Strategist and COO of RiverShares Division and is responsible for raising and deploying cash in the portfolios, as well as determining which asset classes to use as funding or investment sources when making the tactical allocation decisions in the RiverFront strategies. Kevin's career has spanned over 25 years and during that time he has served in various capacities in trading, portfolio management and risk management. He joined RiverFront in 2010 and served as the senior Fixed Income Portfolio Manager for 2 years and the Chief Risk Officer for 4 years. In his role as Chief Market Strategist, his primary responsibility is implementing the tactical asset allocation shifts in the firm’s strategies. In addition, Kevin serves on the firm’s Investment Committee. He is also a regular guest on financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Kevin earned a BA in Business and Economics from Randolph-Macon College and an MBA from Virginia Commonwealth University. He earned his CFA designation in 2014. | ||
| Devakumaran Meenakshisundaram | Business Manager | 2018 | 2020 |
| Biography | Deva oversees the development and design of RiverFront’s asset allocation process and supports the Risk Management team with a quantitative and analytical Risk Management framework. He is responsible for establishing quantitative model governance and best practices across the firm, while supporting overall investment processes with mathematical and statistical decision making tools. Deva’s role provides guidance and leadership to the technology team to provide efficient support and effective completion of projects across the firm. Prior to joining RiverFront, Deva spent more than a decade in the investment industry, first at Chesapeake Capital developing trade execution strategies and then at Capital One in the Marketing Analytics group. Additionally, Deva served as a consultant with RiverFront as early as 2009. He earned a Bachelor’s in Chemical Engineering and a Master’s in Mathematics from the Birla Institute of Technology and Science, Pilani, India. He also holds a Master’s in Environmental Engineering from the University of Cincinnati and an MBA from the University of Chicago. | ||
| Michael P. Jones | CIO (Chief Investment Officer) | 2010 | 2019 |
| Biography | Michael Jones, CFA: Chairman of RiverFront and President and CEO of the RiverShares Division Michael brings close to 30 years of global investment experience to his role. Michael’s primary investment responsibility is setting the firm’s overall asset allocation strategy. In addition, he serves on the firm’s Investment Committee. Prior to launching RiverFront in 2008, Michael was the Chief Investment Officer at Wachovia Securities from 2002. Michael earned a BA in Economics from the College of William and Mary and an MBA from the Wharton School at the University of Pennsylvania. He received his CFA designation in 1990. | ||
| Adam Grossman | Manager | 2015 | 2018 |
| Biography | Adam serves as the Global Equity CIO, responsible for the investments of the US Equity and International Equity teams. In addition, he serves as the Co-Head of the Investment Committee and serves on the Operating Committee. He brings nearly 20 years’ worth of industry experience in quantitative risk management and portfolio analytics. Adam is responsible for the equity decisions made in the various strategies and the development of the factor models used in the investment processes at RiverFront. Prior to joining RiverFront, Adam worked at the Virginia Retirement System (VRS), where he managed International Equity and REIT Portfolios and developed research on equity selection and portfolio construction. He began his investment career as a fixed income analyst at VRS. Adam earned a BS from Baldwin-Wallace College with a double major in Mathematical Economics and Finance, and an MA in Financial Economics from Virginia Commonwealth University. He received his Chartered Financial Analyst® designation in 2009. | ||
| Doug Sandler | Portfolio Manager | 2010 | 2018 |
| Biography | Doug Sandler, CFA: Global Strategist Doug serves as Global Strategist, bringing more than 25 years of investment experience to the firm. In addition, he serves on the firm’s Board of Directors and the firm’s Investment Committee and Leadership Group. In his current role, Doug serves as a ‘bridge’ between the investment team, the sales team and outside due diligence departments. He is also a spokesperson for the organization and is a regular guest on the financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Prior to his current role Doug was RiverFront’s Chief US Equity Officer and also served as a Managing Director and Chief Equity Strategist for Wachovia Securities. Doug earned a BS in Accounting and an MBA from the University of Richmond, graduating with honors. He received his CFA designation in 1997. | ||
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