Delivering a personal and tailored client experience designed to grow and protect wealth with socially responsible investing.
Offering customizable tax-efficient ESG separate account strategies.
Institutional Investing Services | ESG SMID Value Factsheet | ESG Micro-Cap Opportunities Factsheet
Serving as a fiduciary, we assist in navigating the investment landscape.
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.
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Riverwater Partners is a Future 50 company! Riverwater Partners is honored to be named a 2022 Future 50 company by BizTimes Media in partnership with the Metropolitan Milwaukee Association of Commerce. The Future 50 program, now in its 33rd year, recognizes privately-owned companies in the Milwaukee region that have been in business for at least…
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…
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…
Ranked Top 20 firm by Brand Awareness in Q2 2022 among consultants and and asset owners in Emerging Firms
Named Best for the World (top 5%) in the categories of Customers and Community for 2021.
Named one of top 50 fastest growing firms in Wisconsin 2022.
Named Best for the World (top 5%) B Corps in Category of Customers 2022.
Ranked in top 5% of all B Corporations in 2019
