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

Separately Managed Accounts

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

  • Risk-Balanced Global ETF Strategy - available at Merrill Lynch
  • Conservative, Moderate & Aggressive - available at UBS

For materials and availability please contact us at 212-692-4088 or email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Exchange-Traded Funds (ETFs) available through First Trust

Richard Bernstein Advisors Fact Sheet

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If you would like to learn more about RBA's range of capabilities and investment solutions, please feel free to contact:

John J. McCombe
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Maria Riggi
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