Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

FIDUCIARY

We are a fiduciary. This means we only act in our clients’ best interest.

Certified B Corp

B CORP™

Committed to using Business as a Force for Good™.

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

PRINCIPLED

Dedicated to our mission to make the world a better place by growing wealth through responsible investing.

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

INVESTING BESIDE YOU

We proudly invest our assets alongside yours.

Services

Wealth Management

Personalized responsible investment services designed to grow and protect your wealth. For Individuals and Families | For Nonprofits and Institutions

Milwaukee skyline
Asset Management

Offering three actively managed small-cap separate account strategies for institutional and individual investors.

A WORD FROM OUR FOUNDER

Riverwater is the intersection of our investing expertise, our contrarian thinking, and our foundational belief that small companies can have a big impact – on portfolios and the world.

Adam Peck, CFA

Investor / Entrepreneur / Community Servant / Riverwater Founder
Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

RECENT POSTS

Introducing Riverwater Partners’ 2024 Sustainability Report

Creating Value Through Responsible Investing At Riverwater Partners, our mission is to make the world a better place by growing wealth through responsible investing. We’re proud to share our 2024 Sustainability Report, titled “Creating Value,” which demonstrates how we generate positive impact for our clients, employees, communities, and planet. Highlights of this year’s report include…

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Q1 2025 Wealth Management Letter: The Art of the Tariff

The Art of the Tariff (April 4, 2025). As we close the books on the first quarter of 2025, markets find themselves adjusting to a wave of policy-driven uncertainty—most notably, a broad and aggressive shift in U.S. tariff and trade policy. While economic data through March remained relatively stable, the early-April announcement of sweeping tariffs…

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Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Tax-Efficient Investment Strategies for the 2025 Landscape

Tax-Efficient Investment Strategies for the 2025 Landscape In today’s complex financial environment, investing wisely isn’t just about selecting the right assets—it’s also about understanding how taxation affects your returns. As we navigate 2025, several key tax-efficient considerations and strategies can help investors maximize their after-tax returns while staying compliant with current regulations. How Tax Efficiency…

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Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Sustainable Value

Consistent Performance Pays Off: Sustainable Value Strategy Recognized Across Multiple PSN Top Guns Categories

Milwaukee (Feb 27, 2024). Riverwater Partners’ Sustainable Value Strategy earned 6-stars and a Bull & Bear Master recognition on the celebrated PSN Top Guns List for Q4 2024 performance. The strategy outperformed peers across PSN’s Small-Mid Cap Universe, Mid-Cap Universe, and US Equity Socially Responsible Universe, placing it among the top performers in each category.…

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