Our Products

RBA strives to be a leading provider of innovative investment solutions. Our competitive edge is our top-down macro approach to style and asset allocation, which differentiates us from the more common bottom-up approach of other asset managers.

Mutual Funds available through Eaton Vance

Unit Investment Trusts (UITs) available through First Trust

RBA offers several asset allocation ETF-driven separately managed account portfolios through select broker-dealers and RIA platforms. Strategies include: 

  • Global Risk-Balanced Moderate ETF Strategy & Global Equity ETF Strategy - available at Merrill Lynch
  • Global Risk-Balanced Moderate ETF Strategy - available at Morgan Stanley
  • Global Risk-Balanced Moderate ETF Strategy - available at Raymond James
  • Global Risk-Balanced Moderate ETF Strategy - available at Janney
  • Global Risk-Balanced Moderate ETF Strategy - available at Charles Schwab Managed Account Marketplace
  • Global Risk-Balanced Moderate ETF Strategy, Aggressive, Global Equity ETF Strategy - available at Fidelity Seperate Account Network
  • Global Risk-Balanced Moderate ETF Strategy, Conservative, Moderate & Aggressive - available at Wells Fargo
  • Global Risk-Balanced Moderate ETF Strategy, Conservative, Moderate & Aggressive - available at RBC
  • Global Risk-Balanced Moderate ETF Strategy, Conservative, Moderate, Aggressive & Global Equity - available at Envestnet
  • Global Risk-Balanced Moderate ETF Strategy, Conservative, Moderate & Aggressive - available at UBS
  • Conservative, Moderate & Aggressive - available at Cetera

For materials and availability please contact us at 212-692-4088 or email us at marketing@rbadvisors.com

Exchange-Traded Funds (ETFs) available through First Trust

Richard Bernstein Advisors Indexes

Richard Bernstein Advisors Fact Sheet

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Contact

If you would like to learn more about RBA's range of capabilities and investment solutions, please contact your regional Portfolio Specialist or:

John J. McCombe
Email John
212-692-4008

Jordan Rosen
Email Jordan
212-692-4028