// ABOUT RBA

Richard Bernstein Advisors LLC (RBA) is an independent investment adviser focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research-driven macro style of investing. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. He has nearly 30 years' experience on Wall Street, including most recently as the Chief Investment Strategist at Merrill Lynch & Co. He is a much-noted expert on equity, style and asset allocation, and was voted to Institutional Investor magazine's annual "All-America Research Team" 18 times, including ten as the top-ranked analyst in his category. Mr. Bernstein's book "Style Investing – Unique Insight into Equity Management" is widely viewed as the seminal book on style-oriented investment strategies.

Our top-down macro approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. Our extensive array of macro indicators allows us to construct portfolios for clients that are innovative, risk-controlled, and focused on overall portfolio construction instead of individual stock selection.

RBA was founded in 2009 and is headquartered in New York City.

We distribute our products mainly through partnerships with some of the world's leading financial institutions, including Eaton Vance, where we sub-advise the Eaton Vance Richard Bernstein Equity Strategy Fund, and the Eaton Vance Richard Bernstein All Asset Strategy Fund; UBS Wealth Management, where we provide clients with tailored asset allocation ETF models in a discretionary wrap program; and First Trust where we create high yielding equity portfolio's in a series of UITs, specifically the Richard Bernstein Advisors Quality Income Portfolio Series. We also offer customized, separately managed accounts for institutions and high-net-worth individuals.

We encourage you to contact us directly should you wish to learn more about RBA and our investment solutions. For a quick reference RBA Fact Sheet, click here.

For an RBA investment manager overview, click here.
 

General Disclaimer and Release Nothing contained on this website constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in, any investment product, vehicle, service or instrument. Such an offer or solicitation may only be made by delivery to a prospective investor of formal offering materials, including subscription or account documents or forms, which include detailed discussions of the terms of the respective product, vehicle, service or instrument, including the principal risk factors that might impact such a purchase or investment, and which should be reviewed carefully by any such investor before making the decision to invest. Specifically, and without limiting the generality of the foregoing, before acquiring the shares of any mutual fund, it is your responsibility to read the fund's prospectus. Links on this website to appearances and articles by Richard Bernstein, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own circumstances, including the investor's investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment's value. Investing is an inherently risky activity, and investors must always be prepared to potentially lose some or all of an investment's value. Past performance is, of course, no guarantee of future results.

By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release Richard Bernstein Advisors LLC and its affiliates, members, officers, employees and agents from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website).


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