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  |  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

Riverwater wins Best for the World™ B Corp 2022!

ESG, News

Riverwater Partners is beyond excited to share that we’ve been recognized as one of the Best for the World B Corps of 2022! B Corps that receive scores in the top 5% of one or more of the five impact areas assessed for certification are deemed #BestForTheWorld. B Lab has recognized Riverwater for our efforts…

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Video

Quarterly Letter

Q2 2022 Market and Strategies Update

Investing, Quarterly Letters

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…