FINANCIAL ADVISORS

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.

Save Time

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, less volatility and limit downside risk in portfolios.

NAVIGATING THE NOISE

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.

Benefits Advisors Can Leverage

RBA’s ETF portfolios can help your clients meet their financial goals while providing diversification in their portfolio.

Access

Frequent portfolio & market updates with access to investment team

Partner

Personalized client events & webinars

Ease

One ticket solution for smaller accounts & IRAs

Competitive Returns

Risk-adjusted returns tied to investors’ risk tolerance and objectives

Liquidity

Highly liquid portfolios that have no lock ups/gates

Attractive Fees

Offer attractive and competitive fees

Scale

Outsource CIO and we become an extension of your practice

Diversification

Tactical complement to strategic portfolios

Core

Asset allocation strategies to pair with bottom-up managers

CONTACT US

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.