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.

Who We Serve

Families and Individuals

 

Delivering a personal and tailored client experience designed to grow and protect wealth with socially responsible investing.

Wealth Management Services

Institutional Investors

 

Offering customizable tax-efficient ESG separate account strategies.

Institutional Investing Services  |  ESG SMID Value Factsheet  |  ESG Micro-Cap Opportunities Factsheet

Endowments, Nonprofits & Foundations

Serving as a fiduciary, we assist in navigating the investment landscape.

Institutional Advisory Services

Align your investments with your values.

Responsible Investing

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.

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.

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Blog

Riverwater in the News

Cindy Bohlen on Her CEO Journey Podcast

  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…

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People, Planet, Profit: Careers in Corporate Sustainability

Cindy Bohlen, Riverwater’s resident ESG expert, spoke with students at the business school and in sustainability programs at the University of Wisconsin – Madison.  UW-Madison Office of Sustainability. In case you missed it: “People, Planet, Profit: Careers in Corporate Sustainability.” Sept. 23, 2023. On Tuesday, September 13th, the Wisconsin School of Business and the Nelson…

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Video

Quarterly Letter

Q3 2022 Market and Strategies Update

Q3 2022 Market and Riverwater Strategies Update Seventh Inning Stretch Stock and bond market volatility persisted in the third quarter as the Federal Reserve continued to respond to high inflation by raising the Fed Funds rate. So far in 2022, the Fed has increased rates by 300 basis points, from effectively 0% to 3%. The…

Awards and Accolades

Evestment

Ranked Top 20 firm by Brand Awareness in Q2 2022 among consultants and and asset owners in Emerging Firms

B Lab

Named Best for the World (top 5%) in the categories of Customers and Community for 2021.

BizTimes

Named one of top 50 fastest growing firms in Wisconsin 2022.

B Lab

Named Best for the World (top 5%) B Corps in Category of Customers 2022.

B Lab

Ranked in top 5% of all B Corporations in 2019