Wealth Management Responsible Investing Process
We believe that responsible investing is in the best interest of our clients, our firm, our communities and our society. Responsible Investment enables us to fulfill our mission: “To make the world a better place by growing wealth through sustainable investing.”

Cindy Bohlen, CFA®

Chief Mindfulness Officer / Director, Responsible Investing
Cindy Bohlen, Chief Mindfulness Officer and Analyst at Riverwater Partners

SUSTAINABILITY REPORT

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

2023 Sustainability Report

Our 2023 Sustainability Report highlights our Sustainable Investing framework and the role it plays in fulfilling our responsibility as a fiduciary.

Our 2023 Sustainability Report highlights our Sustainable Investing framework and the role it plays in fulfilling our responsibility as a fiduciary.

Riverwater Partners’ Sustainability Report is a testament to our commitment to Responsible Investing as the foundation of everything we do. Our rigorous responsible investment framework considers material factors that may impact our portfolio companies and their stakeholders. We engage with executives, responsible investing peers, and policymakers to promote improvement, in an effort to build a sustainable future for society and uphold our fiduciary duty to our clients.

RESPONSIBLE INVESTING THOUGHT PARTNERS

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

WE ARE PROUD TO BE A B CORP™

Riverwater Partners is proud to have officially become the first Milwaukee company and the only investment advisor in Wisconsin (as of Jan 2023)  to achieve B Corp certification.

As responsible investors, attaining B Corp status was a natural extension of our values and practices at Riverwater.

Achieving B Corp status confirms that we adhere to the same standards we look for from the companies and funds in which we invest.

Click here to read more about Riverwater and B Corp certification.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).