Riverwater’s Asset Management team invests in companies that create value for both society and shareholders by generating strong returns on responsibly deployed physical, social, and financial capital. As investors, not stock traders, we seek to deliver superior long-term value for our clients by investing in responsible businesses that continuously innovate and adapt to our changing world.

Cindy Bohlen, CFA®

Chief Mindfulness Officer / Director, Responsible Investing
Cindy Bohlen, Chief Mindfulness Officer and Analyst at Riverwater Partners

SUSTAINABILITY REPORT

Sustainability Report 2024 Cover page

Our 2024 Sustainability Report demonstrates how we generate positive impact for our clients, employees, communities, and planet.

Highlights of this year’s report include how our three-pillar framework for responsible asset management—Due Diligence, Engagement, and Collaboration—has delivered superior returns with lower risk while supporting environmental and social progress. The report highlights portfolio companies that responsibly steward resources, contribute to positive societal outcomes, and deliver sustainable long-term growth.

The report also explores how wealth management and financial advice at Riverwater Partners aims to create deeper value through intentional alignment with client values. By understanding each client’s unique goals and vision, we develop personalized strategies spanning generational planning to philanthropic alignment—creating lasting value in our clients’ lives and beyond.

PREVIOUS YEARS' SUSTAINABILITY REPORTS

RESPONSIBLE INVESTING THOUGHT PARTNERS

WE ARE PROUD TO BE A B CORP™

Riverwater Partners is proud to have officially become the first Milwaukee company and the only investment advisor in Wisconsin (as of Jan 2023)  to achieve B Corp certification.

As responsible investors, attaining B Corp status was a natural extension of our values and practices at Riverwater.

Achieving B Corp status confirms that we adhere to the same standards we look for from the companies and funds in which we invest.

Click here to read more about Riverwater and B Corp certification.

Riverwater Partners | Milwaukee | Small Cap Equity Strategies | Responsible Investing | Wealth Management

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).