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 | Sustainable Value Factsheet | Micro 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.
By signing up below, you will be subscribed to our monthly newsletter, Value(s) Perspectives, as well as receive other relevant updates.
Our Focus on Water Stewardship By Cindy Bohlen, CFA Water stewardship is critical for business and societal well-being because it ensures that the water resources needed for industry and communities are managed sustainably. This includes protecting water quality and quantity, reducing the risk of water scarcity and ensuring that access to clean water is available…
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…
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…
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
