Riverwater Partners Attains Maturing Status within Green Masters Program

Riverwater Updates, Small Cap Strategies

[MILWAUKEE, WI (Nov, 2023)] – Riverwater Partners Attains Maturing Status The Wisconsin Sustainable Business Council has recognized Riverwater Partners (“Riverwater”) at the Maturing level within its Green Masters Program®. Recognizing Wisconsin businesses that are prioritizing sustainability, the Green Masters Program® categorizes participants into four status levels that reflect the degree to which sustainability has been…

Cindy Bohlen

Cindy Bohlen named Sustainable Leadership Champion

Riverwater Updates, Small Cap Strategies

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…

Q3 2023 | Rates, Rates, Rates

Quarterly Letters

Q3 2023 Market and Strategies Update Rates, Rates, Rates Location, location, location – that’s a popular saying in the real estate world, emphasizing the significance of a prime location in determining a property’s maximum value. When it comes to valuing both stocks and bonds, interest rates take center stage as the most crucial factor. The…

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

Riverwater Partners Appoints Tito Pombra as Chief Compliance Officer

Riverwater Updates, Small Cap Strategies

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

Cindy Bohlen named Notable Leader in Sustainability

Riverwater Updates, Small Cap Strategies

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…

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

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

Small Cap Strategies

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…

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

Q2 2023 | Artificial Exuberance

Quarterly Letters

Q2 2023 Market and Strategies Update Macro Economic Update The second quarter of 2023 saw continued gains for equity markets driven by a pause in interest rate increases and stabilization in the banking industry. Bonds were down slightly in the quarter but still have positive returns year-to-date after their drubbing in 2022.   Inflation continued its…

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

Engagement Efforts Move ESG Needles

ESG, Small Cap Strategies

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…

Riverwater Partners Named to PSN Top Guns List of Best Performing Strategies for Q1 2023

Riverwater Updates, Small Cap Strategies

For Immediate Release. Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies Milwaukee (May 23, 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 Q1 2023.  Riverwater’s Sustainable Value Strategy…