OUR SERVICES

Our experienced investment and client services team of independent fiduciary advisors delivers a range of services from investment advising to asset and wealth management.

ESG INVESTING

Working for positive change and achieving competitive returns do not have to be mutually exclusive.

OUR TEAM

Our team continually strives for excellence in service to clients and society.

Who We Serve

Families and Individuals

 

Delivering a personal and tailored client experience designed to grow and protect wealth with socially responsible investing.

Wealth Management Services

Institutional Investors

 

Offering customizable tax-efficient ESG separate account strategies.

Institutional Investing Services  |  Sustainable Value Factsheet  | Micro Opportunities Factsheet

Endowments, Nonprofits & Foundations

Serving as a fiduciary, we assist in navigating the investment landscape.

Institutional Advisory Services

Align your investments with your values.

Responsible Investing

We believe responsible investment or ESG investing is in the best interest of our clients, our firm, our communities and our society.  Therefore, we consider environmental, social and governance (ESG) policies, practices, and outcomes, alongside traditional investment criteria, when evaluating potential investment candidates.

Working for positive change and achieving competitive returns do not have to be mutually exclusive.

Our Services

Our experienced investment and client services team of independent fiduciary advisors delivers a range of services from investment advising to asset and wealth management.

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Blog

Riverwater in the News

Greg Wait on Person & Planet Podcast

Listen, as Riverwater’s head of Investment Advisory, Greg Wait, shares his perspectives on ESG (sustainable investing) and data for positive social and environmental impacts and competitive returns on the podcast Person and Planet by Purevant Living. 3 reasons why you should listen to the full episode: Discover how sustainability is incorporated into investments. Learn how…

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Cindy Bohlen on Her CEO Journey Podcast

  Listen as Riverwater’s Chief Mindfulness Officer, Cindy Bohlen, shares her journey into sustainable investing on the podcast Her CEO Journey: The Business Finance Podcast for Mission-Driven Women Entrepreneurs. 3 reasons why you should listen to the full episode: Discover how sustainability drives profitability. Learn how you can collaborate with your stakeholders to improve your…

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Video

Quarterly Letter

Q4 2022 Market and Strategies Update

Q4 2022 Market and Riverwater Strategies Update and 2023 Outlook There is a saying in the financial markets that the Fed will raise rates until it breaks something. This seems especially relevant today when the entire global economy moves trillions of dollars on the words of one-man, Federal Reserve Chairman Jerome Powell. Coal for Christmas…

Awards and Accolades

Evestment

Ranked Top 20 firm by Brand Awareness in Q2 2022 among consultants and and asset owners in Emerging Firms

B Lab

Named Best for the World (top 5%) in the categories of Customers and Community for 2021.

BizTimes

Named one of top 50 fastest growing firms in Wisconsin 2022.

B Lab

Named Best for the World (top 5%) B Corps in Category of Customers 2022.

B Lab

Ranked in top 5% of all B Corporations in 2019