Connor Doak, CFA is a client portfolio manager and responsible investing advocate at Riverwater Partners.

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Responsible Investment Spotlight: Calvert Asset Management

Our commitment to responsible investing isn’t separate from our return objectives—it’s integral to identifying investments that build long-term value and resilience. The example below illustrates how sustainable practices create both meaningful social impact and stronger business fundamentals. Riverwater BLUE Impact Spotlight: Advancing Human Rights in Global Supply Chains Calvert Asset Management Calvert Asset Management, a…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Q2 2025 Wealth Management Update: Staying Grounded

US Consumers and Valuation Gaps: Can the US Consumer Keep Carrying the Market? (July 15, 2025). The second quarter reminded us why staying grounded matters in investing. While markets celebrated new highs—with the S&P 500 breaking through 6,200—the foundations supporting this rally deserve closer examination. The quarter’s volatility, from April’s sharp selloff on tariff fears…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Q3 2024 Wealth Management Update

Steady Through Uncertainty Market Review  Despite a looming election and divided government, market performance has been above average during the first nine months of 2024, with occasional volatility spikes around macroeconomic releases and Federal Reserve uncertainty. The mega-cap ‘Magnificent 7’ (NVIDIA, Apple, Microsoft, Meta, Amazon, Tesla, and Alphabet) primarily led the S&P 500, though their…