Strategy and Market Impact Analysis In recent months, tariffs have reemerged as a significant economic policy tool with potential implications for investors. At Riverwater, we’ve conducted a thorough analysis of the current landscape and its potential impact on our portfolios. Here’s our perspective on navigating these uncertain waters. Historical Context Matters Tariffs, while historically a…
Aligning Portfolios with Christian and Other Religious Values We understand the challenges of finding investments that align with the religious values of faith-based investors. These challenges become even more profound when organizations seek to create balanced portfolios and find investors that understand and can adhere to religious guidelines. At Riverwater, we’re on a mission to…
This quarter, we are honored to present a special reflection letter penned by Greg Wait, as he marks his retirement after a distinguished investing career. His unwavering commitment to our clients and his passion for responsible investment have left a mark on our firm and the broader investment community. As Greg shares some of the…
For Immediate Release. Riverwater Partners Welcomes New Director of Wealth Management (May 1, 2024). Riverwater Partners, a Milwaukee wealth management firm known for its client-centered approach and sustainable investment strategies, is excited to announce the appointment of Brian Gigl as its new Co-Director of Wealth Management and Investment Advisory Services. With a career spanning over…
Cindy Bohlen Named Sustainable Leadership Champion Finalist for Wisconsin Sustainable Business Awards . Milwaukee (October 5, 2023). Riverwater Partners congratulates our Director of Responsible Investing and Chief Mindfulness Officer Cindy Bohlen for being named a finalist for the 2023 Sustainable Business Award from the Wisconsin Sustainable Business Council (WSBC). Cindy has been named a Sustainable…
Adam Peck was a featured guest on the Market Call portion of Money Life Podcast with Chuck Jaffe. Money Life is a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Click here to listen to to Adam discuss Riverwater’s investing methodology, what he sees as looking good right…
October is Cybersecurity Awareness Month By Laura Peck, COO October is Cybersecurity Awareness Month and in today’s digital age, our financial lives are increasingly intertwined with the online world. While the convenience of online banking, shopping, and investment can’t be denied, it also exposes us to various online threats, including check fraud, wire scams and…
For Immediate Release. Riverwater Partners Appoints Tito Pombra as Chief Compliance Officer Milwaukee (October 3, 2023). Riverwater Partners, a Milwaukee-based investment advisory firm dedicated to responsible investing, announced it has appointed Tito Pombra as its Chief Compliance Officer (CCO). Pombra, who is the founder and president of Adviser Compliance Consulting (ACC), brings extensive experience in…
Cindy Bohlen Named Notable Leader in Sustainability by BizTimes. Milwaukee (September, 13 2023). Riverwater Partners congratulates our Director of Responsible Investing and Chief Mindfulness Officer Cindy Bohlen for being named to the inaugural BizTimes Media Notable Leaders in Sustainability list. Cindy Bohlen is the driving force for sustainability and responsibility at Riverwater Partners, leading our…
For Immediate Release. Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies Milwaukee (August 24, 2023). Riverwater Partners has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2023. Riverwater’s Sustainable Value Strategy…
