We help faith-based investors confidently steward their capital in line with their values.
Riverwater Partners is an employee-owned, independent investment advisor based in Milwaukee, Wisconsin, dedicated to small-cap responsible investing and to a foundational belief that small companies can have a big impact—on portfolios and on the world. We are proud to be woman-owned and a Certified B Corp™.
Our small-cap strategies are offered as separate accounts that can be customized to reflect your faith-based guidelines.
Clear, transparent reporting on your portfolio and how it reflects your guidelines.
Engagement with companies on the issues that matter to your faith tradition.
Every faith tradition brings its own convictions to stewardship. We work with each client to reflect those values in their portfolio, drawing on established frameworks such as the United States Conference of Catholic Bishops (USCCB) guidelines and Laudato Si’, so that investments honor life, protect human dignity and care for our common home.
We screen out companies deriving revenue from abortion, pornography, for-profit prisons and other activities contrary to our clients’ religious values.
We support social and corporate policies and practices that build resilient social and environmental systems for all.
We engage with corporations and executives to help companies be better stewards of their human and environmental capital.
Riverwater’s investment process begins with understanding each client’s unique priorities, whether rooted in Christian social teaching or other faith-based mandates.
Our proprietary responsible investment approach evaluates companies on ethical, environmental and social criteria, allowing us to select investments that reflect our clients’ beliefs.
Our 2025 Sustainability Report shows how we work to create positive impact for our clients, employees, communities and planet.
Contact Matt to learn more about aligning your portfolio with your values.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s). These views reflect our judgment and may not be realized. Applying responsible-investing criteria may lead us to forgo some opportunities, and all investing involves risk, including possible loss of principal.