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  |  ESG SMID Value Factsheet  |  ESG Micro-Cap 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

    People, Planet, Profit: Careers in Corporate Sustainability

    Cindy Bohlen, Riverwater’s resident ESG expert, spoke with students at the business school and in sustainability programs at the University of Wisconsin – Madison.  UW-Madison Office of Sustainability. In case you missed it: “People, Planet, Profit: Careers in Corporate Sustainability.” Sept. 23, 2023. On Tuesday, September 13th, the Wisconsin School of Business and the Nelson…

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    DC Plans Slow to Adopt ESG Options

    Greg Wait, Riverwater’s resident 401(k) expert, spoke with PLANSPONSOR and had some great suggestions how Defined Contribution or DC plans can respond to increasing demand by participants for ESG funds. PLANSPONSOR. Sept. 22, 2022. PLAN PARTICIPANTS CLAIM to want environmental, social and governance investment options in their defined contribution plan lineups. The Schroders 2022 U.S. Retirement Survey…

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    Video

    Quarterly Letter

    Q2 2022 Market and Strategies Update

    Q2 2022 Market and Riverwater Strategies Update Grin and Bear It The volatility experienced in the first quarter of 2022 continued in the second quarter, with all major markets down for the first half of Q2 2022. The S&P 500 officially entered a bear market (defined by a decline of 20% from its all-time-high) as stocks had…

    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