Re: Financial Factors in Selecting Plan Investments Proposed Regulation (RIN 1210-AB95) Dear Director Canary: Riverwater Partners LLC is an independent, employee-owned, registered investment advisory firm based in Milwaukee, Wisconsin, serving families, nonprofits, and institutions. We invest in superior businesses with exceptional management teams, attractive valuations, and a focus on social responsibility and sustainability. As fiduciaries…
Energy Space: Divestment vs. Engagement Divest or engage? The question of whether to divest holdings of energy companies (e.g. Chevron and Exxon Mobil) or engage with them to move their business models away from fossil fuels is one that investors are asking today. At Riverwater Partners, we believe it is not yet possible to fuel…
B the Change™ – inspired by Gandhi’s famous invocation that we must be the change we seek in the world. As a socially responsible investment advisory firm, Riverwater Partners is proud to have officially become the first Milwaukee company and the only investment advisor in Wisconsin (as of September 2018) to achieve B Corp™…
