We are a fiduciary. This means we only act in our clients’ best interest.
Committed to using Business as a Force for Good™.
Dedicated to our mission to make the world a better place by growing wealth through responsible investing.
We proudly invest our assets alongside yours.
Personalized responsible investment services designed to grow and protect your wealth. For Individuals and Families | For Nonprofits and Institutions
Offering three actively managed small-cap separate account strategies for institutional and individual investors.
The Four-Year Harvest Avocado trees take three to four years to bear first fruit and four to five years to reach full production. You can’t rush biology. A farmer who plants an orchard today is making a bet on conditions years into the future—conditions that are impossible to predict with certainty. The work happens anyway,…
Why We Diversify At a recent portfolio review, a client asked a question we hear in different forms all the time: “If the S&P 500 keeps dominating, why should I bother diversifying?” It’s a fair question. After over fifteen years in which U.S. mega-cap stocks drove most of the market’s returns, diversification can feel unnecessary—even…
Shareholder Engagement Strategies: Case Studies in Active Stewardship Active Stewardship – Engagement that Creates Value for Mindful Investors As contrarian investors, we’ve learned that the most meaningful conversations often happen away from the quarterly earnings spotlight. While markets focus on short-term metrics, we engage with management teams on the fundamental questions that drive long-term value…
Stewardship in Action: Bridging the Gap Between Faith and Investing At Riverwater Partners, we understand that faith-based investors are balancing two critical principles of stewardship. There is the financial stewardship required to preserve and grow assets to serve your needs, and there is the social and environmental stewardship required to ensure those returns aren’t earned…
Riverwater Partners Achieves Green Master Status: Leading the Way in Sustainable Business Practices We’re thrilled to announce that Riverwater Partners has been certified as a Green Master by the Sustainable Business Council’s Green Masters Program® – achieving the highest possible recognition in this prestigious sustainability certification framework. “This achievement represents more than just an award;…
Bottom of the Lineup, Top of the Charts Like our hometown team, the Milwaukee Brewers, small caps have spent the better part of fifteen years out of favor—grinding out singles and doubles while mega-caps launched moonshots. This season, both are reminding us that cycles turn, and that discipline can ultimately trump pure scale. Source: Furey…
