ASSET MANAGEMENT | RESPONSIBLE INVESTING

Responsible investing, built into the work.

Riverwater’s Asset Management team invests in companies that create value for both society and shareholders through the responsible use of physical, social and financial capital. We invest as long-term owners—seeking businesses positioned to innovate, adapt and compound value over time.

OUR APPROACH

Three pillars of responsible asset management.

Each investment candidate is evaluated against factors that can shape long-term value: competitive advantage, management alignment, stakeholder equity, and the responsible use of physical and human capital.

01

Due Diligence

Evaluate business practices and stewardship of physical, social and governance factors that may affect value.

02

Engagement

Use direct dialogue with executives and boards to address factors with material real-world and financial impact.

03

Collaboration

Work with thought leaders and global initiatives to inform our practice and amplify responsible business progress.

LEADERSHIP AND ACCOUNTABILITY

Responsible investing is part of how we work.

Cindy Bohlen, CFA, Director of Responsible Investing

Cindy Bohlen, CFA®

Chief Mindfulness Officer / Director, Responsible Investing

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.

Riverwater Partners 2025 Sustainability Report cover
SUSTAINABILITY REPORT

See responsible investing in practice.

The 2025 Sustainability Report explores Riverwater’s three-pillar framework—Due Diligence, Engagement and Collaboration—and the ways responsible investing can create value for clients, employees, communities and the planet.

The report includes portfolio-company scorecards, engagement highlights and Riverwater’s inaugural Climate Change Scenario Analysis.

Explore the 2025 Report →
Previous reports
RESPONSIBLE INVESTING THOUGHT PARTNERS

Research and collaboration strengthen the work.

Riverwater’s existing responsible-investing relationships provide access to research, shared learning and opportunities for engagement. Inclusion below does not imply an endorsement of Riverwater or any investment product.

The Water Council CDP Ceres Interfaith Center on Corporate Responsibility Citizens Utility Board of Wisconsin Principles for Responsible Investment US SIF
Certified B Corporation

We are proud to be a B Corp™

Riverwater Partners is proud to have officially become the first Milwaukee company 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.

Certification applies to Riverwater as a company. It does not certify any investment product or guarantee investment results.

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). Applying responsible-investing criteria may lead us to forgo some opportunities, and all investing involves risk, including possible loss of principal.