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.

INVESTING 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.

Riverwater Services

Wealth Management

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

Wealth Management Services

Asset Management

Offering customizable tax-efficient ESG separate account strategies.

Asset Management Services  |  ESG SMID Value Factsheet  |  Large ESG Value Strategy Factsheet  |  ESG Micro-Cap Opportunities Factsheet

Institutional Advisory

Serving as a fiduciary for foundations, non-profits, institutions, and plan sponsors, we assist in navigating the investment landscape, all through an ESG investing lens.

Institutional Advisory Services

Awards

Named Top 50 ESG Financial Advisor in 2022 by SustainFi

Named Best for the World B-Corp in categories of Community and Customers in 2021

Blog

Winding river in bog

2021 Sustainability Report: The Journey of Sustainable Investing

The Journey of Sustainable Investing  Our 2021 Sustainability Report celebrates the journey of sustainable investing. The evolution of Sustainable Investing has been and will continue to be a journey. Sustainable Investing originally focused on excluding companies doing harm; today it also incorporates positive screening for environmental, social, and governance (ESG) metrics that reveal companies doing…

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Riverwater in the News

Adam Peck, Riverwater Partners' Chief Investment Officer

Making Sense of ESG Investing

ESG, News

Adam Peck featured in BizTimes Milwaukee (click here for a no login link) When Quinn Schwellinger, 31, and his wife decided to start building an extra retirement fund to supplement their 401(k)s, they knew they wanted to invest in companies that supported their concern for the environment. “My wife and I believe climate change is…

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Video

Quarterly Letter

Q1 2022 Market and Strategies Update

Investing, Quarterly Letters

Q1 2022 Market and Riverwater Strategies Update Fuel, the Fed and Fear This year began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the…