Partnering together as an extension of your practice
We work with financial advisors to help them build differentiated, client-focused businesses. With a focus on transparency, we will always communicate what changes are happening inside our portfolios and why. We look forward to forming a partnership and being an important part of your advisory practice for many years to come.
Supporting your practice
Volatile market conditions, expanding investment choices, and increasing client demands can make portfolio management increasingly difficult and time-consuming. We provide a top-down, macro approach to asset-allocation that is a highly effective method for addressing your clients’ most pressing needs and helping them to achieve their financial goals.
Outsourcing investment strategy implementation frees up your time to manage client relationships and attract new business.
Meet Client Goals
Quick and easy access to tactical investment expertise for different risk tolerances to address client’s needs & goals.
Navigate the Market
In times of market turmoil, our portfolios can provide important diversification.
Broad Range of Solutions
We offer a full range of solutions, including ETF-based separately managed accounts, mutual funds, ETFs and unit investment trusts, to help advisors build diversified solutions for their clients. All of our solutions are rooted in our top-down, macroeconomic research.
ETF Managed Portfolios
Global, tactical ETF-based managed portfolios for a variety of risk tolerances
Benefits Advisors Can Leverage
RBA’s ETF portfolios can help your clients meet their financial goals while providing diversification in their portfolio.
Frequent portfolio & market updates with access to investment team
Personalized client events & webinars
One ticket solution for smaller accounts & IRAs
Risk-adjusted returns tied to investors’ risk tolerance and objectives
Highly liquid portfolios that have no lock ups/gates
Offer attractive and competitive fees
Outsource CIO and we become an extension of your practice
Tactical complement to strategic portfolios
Asset allocation strategies to pair with bottom-up managers
Want to learn how RBA can partner with your practice?
You can reach our portfolio specialists at 212-692-4088 or fill out the form to the right and your local portfolio specialist will reach out in the next 1-2 business days.