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.

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.

Riverwater Services

Blog

Riverwater in the News

Should you seek investment advice on your 401(k) account?

Article featured in Valuewalk. May 24, 2021. For most Americans, 401(k) plan accounts have become the predominant retirement savings vehicle.  Currently, more than $6.4 trillion is invested in 401(k) plans across the country, a 73% increase in the past ten years.1  An additional $2.7 trillion is invested in other defined-contribution plans, such as 403(b) plans for educational…

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Video

Quarterly Letter

Q1 2021 Market and Strategy Update: GameTop?

Q1 2021 Market Update The first quarter of 2021 saw individual investors participate in the market at levels not seen in over 20 years. Their collective buying helped propel equity markets to new highs. It’s important to remember that markets are auction markets, with fixed supply. Therefore, when there are more buyers than sellers, prices…