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

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  |  Large ESG Value Strategy Factsheet  |  ESG Micro-Cap Opportunities Factsheet

Investment 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.

Investment Advisory Services

Blog

2020 Sustainability Report

2020 Sustainability Report

Our 2020 Sustainability Report celebrates the power of resilience. Resilience not only allows people and the planet to respond to crisis, recover and thrive, it allows businesses to do so as well. We witnessed this in 2020 as many businesses that had a clear focus on environmental, social, and governance factors – keys to their resilience –…

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Riverwater in the News

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

401(k), Investing, News

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