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

Sustainability Report 2024 Cover page

2024 Sustainability Report

Our 2024 Sustainability Report demonstrates how we generate positive impact for our clients, employees, communities, and planet.

Highlights of this year’s report include how our three-pillar framework for responsible asset management—Due Diligence, Engagement, and Collaboration—has delivered superior returns with lower risk while supporting environmental and social progress. The report highlights portfolio companies that responsibly steward resources, contribute to positive societal outcomes, and deliver sustainable long-term growth.

The report also explores how wealth management and financial advice at Riverwater Partners aims to create deeper value through intentional alignment with client values. By understanding each client’s unique goals and vision, we develop personalized strategies spanning generational planning to philanthropic alignment—creating lasting value in our clients’ lives and beyond.

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).