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

Riverwater’s Competitive Advantage

Competitive Strategy “Competitive strategy is about being different. It means deliberately choosing a different set of activities to deliver a unique mix of value.” – Michael Porter At Riverwater Partners, our foundational belief is that employing a responsible investment lens enhances traditional value investing by promoting resilience, capturing inefficiencies, and improving return potential. As it…

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Cindy Bohlen

Cindy Bohlen named Sustainable Leadership Champion

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…

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Cindy Bohlen

Cindy Bohlen named Notable Leader in Sustainability

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…

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

Riverwater Partners Named to PSN Top Guns List of Best Performing Strategies for Q2 2023

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…

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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…

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