WEALTH MANAGEMENT | INVESTING RESPONSIBLY
Invest with your values in view.
Your portfolio can reflect more than financial goals. We help you consider what matters to you alongside risk, return and your broader financial plan.
A PERSONAL APPROACH
Start with what matters to you.
We listen to the priorities you want reflected in your investments, discuss relevant choices and tradeoffs, and consider them alongside your financial plan.
Values add context to investment decisions.
WEALTH MANAGEMENT RESPONSIBLE INVESTING PROCESS
A deliberate process, grounded in your needs.
Our responsible-investing work sits within the same fiduciary framework as every portfolio decision: understand the client, evaluate the available choices, build in context and continue monitoring over time.
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Understand your goals and preferences
We begin with your financial circumstances, investment objectives, risk tolerance and the values or concerns you want included in the conversation.
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Research investment managers and strategies
Alongside traditional investment analysis, our review may consider responsible-investing policies, research practices, portfolio holdings, reporting, engagement, proxy voting and the resources supporting those efforts — and we classify each strategy by how deeply responsible investing is integrated.
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Build the portfolio in context
We evaluate how each option fits the portfolio as a whole. The degree of responsible-investing integration can vary by investment type, manager and available opportunity set.
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Monitor and revisit
We continue evaluating manager practices and reporting and revisit your priorities as circumstances, markets and the investment landscape evolve.
Read our External Manager Responsible Investing Policy (PDF, June 2026) →
A LONG-TERM PERSPECTIVE
Thoughtful investing asks us to look beyond a single moment.
Long-term risks and opportunities can be shaped by how businesses treat people, use resources, govern themselves and adapt to change. Those considerations belong within careful investment research, not outside it.
RESEARCH, DUE DILIGENCE AND MONITORING
Looking beyond labels.
A label is a starting point, not a conclusion. We look past the terminology to the policies, people and evidence behind a manager’s approach — and we keep checking that what we found still holds.
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Research the substance
Responsible-investing terminology and scoring methods are not uniform. We rely on our own qualitative due diligence rather than third-party ESG scores or labels, looking at the policies, people, processes and evidence behind a manager’s stated approach.
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Evaluate in context
Responsible-investing considerations are assessed alongside investment philosophy, performance history, risk, fees, operations and the role an investment may play in a client’s portfolio.
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Continue the review
The current policy describes an annual review of responsible-investing practices for managers on Riverwater’s approved list, supported by ongoing attention to material changes and reporting.
LEADERSHIP AND ACCOUNTABILITY
Responsible investing is part of how we work.
Cindy Bohlen, CFA®
Director of Responsible Investing
Cindy provides leadership for Riverwater’s responsible-investing research and its integration across the firm’s investment work.
Certified B Corporation
Riverwater Partners has been a Certified B Corporation since August 2018.
Certification applies to Riverwater as a company. It does not certify any investment product or guarantee investment results.
RESPONSIBLE INVESTING NETWORKS
Research and collaboration strengthen the work.
Riverwater’s existing responsible-investing relationships provide access to research, shared learning and opportunities for engagement. Inclusion below does not imply an endorsement of Riverwater or any investment product.
Logos identify organizations with which Riverwater has a membership, signatory or other relationship. Inclusion does not imply endorsement of Riverwater or any investment product.
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).
Bring your priorities into the portfolio conversation.
Talk with our Wealth Management team about your values, financial goals and investment approach.