We are a fiduciary. This means we only act in our clients’ best interest.
Committed to using Business as a Force for Good™.
Dedicated to our mission to make the world a better place by growing wealth through responsible investing.
We proudly invest our assets alongside yours.
Personalized responsible investment services designed to grow and protect your wealth. For Individuals and Families | For Nonprofits and Institutions
Offering three actively managed small-cap separate account strategies for institutional and individual investors.
Riverwater’s Approach to Integrating Catholic Values Faith-based universities, foundations, and individuals seek to align their investments with their values while earning a market rate of return. This pursuit of performance with purpose aligns well with Riverwater Partners’ mission: “To make the world a better place by growing wealth through responsible investing.” Catholic institutions often follow…
Meaningful Wealth: Insights on Financial Planning and Trust Management At Riverwater Partners, we believe that smart investments can drive meaningful change—not just in the world, but in the lives of our clients. To bring that philosophy to life, we sat down with Brian Gigl, Director of Wealth Management, to hear about his journey, his approach…
Riverwater Partners Earns Elite PSN Top Guns Recognition for Sustainable Value Strategy in Q1 2025 Milwaukee (May 19, 2025). Riverwater Partners’ Sustainable Value Strategy achieved outstanding recognition with multiple awards on Zephyr’s prestigious PSN Top Guns List for Q1 2025. The strategy ranked among the top performers across several key investment categories, reinforcing Riverwater’s leadership…
When a friend or family member names you as trustee, it feels like an honor—a profound sign of trust and respect. But along with that honor comes something they rarely mention upfront: the keys to somebody’s financial legacy, a 100-page legal document written in dense legalese, anxious beneficiaries with competing needs, and the constant shadow…
Let Your Winners Run: Why SMID-Cap Investing May Be the All-Star Strategy Your Portfolio Needs – Picture a baseball team forced to trade their all-stars just as they hit their stride. Each season, rising stars who drove the team’s success are replaced with rookies or aging veterans – a strategy that would cripple any franchise’s…
Limoneira: Turning Lemons into Guacamole – At Riverwater Partners, we focus on idiosyncratic investment opportunities—overlooked or misunderstood cases where hidden catalysts can unlock asymmetric returns. Our research process favors fundamental analysis, contrarian perspectives, and a disciplined search for companies where hidden catalysts are poised to drive outsized long-term value. An Idiosyncratic Value Opportunity Overlooked by the…
