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.

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.

Investment Advisory Services

Blog

Riverwater in the News

Sustainable agriculture is the next way ESG investors can fight climate change

News, Social Impact

Marketwatch. March 24, 2021. By Debbie Carlson 7 ways for ESG investors to profit from sustainable agriculture The original green sector — agriculture — hasn’t been on the radar for environmental, social and governance investors, given industrial agriculture’s heavy dependence on pesticides, fertilizers and genetically modified seeds. But ESG investors are turning their interest to…

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ESG: Growth Is Welcome, But What Drives Actual Change?

ESG, News

WealthManagement.com, March 11, 2021 By Cindy Bohlen Encouraging news arrived late last year about the fast growth of investments managed with attention to environmental, social and governance (ESG) factors. Seventeen trillion was the headline dollar figure in the latest biannual report from trade association US SIF, which tracks the responsible investing industry. Seventeen trillion represents…

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Video

Quarterly Letter

Q1 2021 Market and Strategy Update: GameTop?

Quarterly Letters

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…