Cindy Bohlen, CFA, is Director of ESG & Chief Mindfulness Officer at Riverwater Partners, which manages ESG strategies for institutions and individuals with a focus on small- and mid-cap stocks. 

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

Celebrating Our B Corp Recertification: Riverwater’s Responsible Investing Journey Continues

At Riverwater Partners, we’re proud to announce our recent recertification as a Certified B Corp! This achievement marks another chapter in our mission to make the world a better place by growing wealth through sustainable investing. A Shared Vision for a Better World Riverwater became Milwaukee’s first registered B Corporation in 2018, and since then,…

Sustainability Report 2023

2023 Sustainability Report: Value Creation Through Sustainable Investing By Cindy Bohlen, CFA A Strong Commitment to Sustainability This Earth Day, Riverwater Partners is proud to share our 2023 Sustainability Report. The theme of this year’s report is Value Creation Through Responsible Investing. At the core of this is our belief that the purpose of every…

Riverwater Partners | ESG | Responsible Investing | Wealth Management | Milwaukee

Engagement Efforts Move ESG Needles

Riverwater 2022 Engagement Efforts By Cindy Bohlen, CFA Engagement is the second pillar of Riverwater’s Three-Pillar Approach to Sustainable Investing. As active investors, we seek cooperative engagement with company leadership and board members about improving their sustainability efforts. It is not a one sized fits all approach. Each engagement is unique and encourages each company…

In celebration of Earth Day 2023, Riverwater Partners is proud to present our fourth annual Sustainability Report: Responsible Investing through Sustainable Investing. The report highlights the role our Sustainable Investing framework plays in fulfilling our responsibility as a fiduciary.

Sustainability Report 2022

2022 Sustainability Report: Responsible Investing Through Sustainable Investing By Cindy Bohlen, CFA In honor of Earth Day 2023, Riverwater Partners is proud to present our fourth annual Sustainability Report: Responsible Investing through Sustainable Investing. The report highlights our Sustainable Investing framework’s role toward fulfilling our responsibility as a fiduciary. The Sustainability Report emphasizes the importance…

Riverwater Partners | ESG and Responsible Investing and Wealth Management in Milwaukee, Wisconsin

Our Focus on Water Stewardship

Our Focus on Water Stewardship By Cindy Bohlen, CFA Milwaukee, Wisconsin is located at the confluence of three rivers and Lake Michigan – part of the largest freshwater system in the world. Milwaukee is also gaining recognition as a global hub for expertise on water challenges and solutions. Our location amidst these important bodies of…

Cindy Bohlen on Her CEO Journey Podcast

Listen as Riverwater’s Chief Mindfulness Officer, Cindy Bohlen, shares her journey into sustainable investing on the podcast Her CEO Journey: The Business Finance Podcast for Mission-Driven Women Entrepreneurs. 3 reasons why you should listen to the full episode: Discover how sustainability drives profitability. Learn how you can collaborate with your stakeholders to improve your sustainability.…

2021 Sustainability Report: The Journey of Sustainable Investing

The Journey of Sustainable Investing Our 2021 Sustainability Report celebrates the journey of sustainable investing. The evolution of Sustainable Investing has been and will continue to be a journey. Sustainable Investing originally focused on excluding companies doing harm; today it also incorporates positive screening for environmental, social, and governance (ESG) metrics that reveal companies doing…

ESG: A Riverwater Engagement Comes to Fruition

No more forced arbitration for allegations of sexual harassment or assault In 2019, Riverwater Partners initiated engagements with several of our portfolio companies regarding the use of mandatory arbitration for allegations of sexual harassment or assault. We consider this topic essential to good corporate governance—the “G” in “ESG.” Now, in a remarkable bipartisan effort, both…