Riverwater Partners

Overview

Riverwater Partners is an independent fiduciary investment management firm founded in 2016 in Milwaukee, Wisconsin. The firm specializes in responsible investing, offering personalized wealth management services to individuals, families, and institutions. Their approach integrates environmental, social, and governance (ESG) criteria into investment strategies, aiming to achieve superior returns while promoting positive societal impact. Riverwater Partners is a Certified B Corporation and a Certified Woman-Owned Business, reflecting their commitment to social responsibility and ethical business practices. The firm's asset management team manages three institutional small-cap equity strategies, focusing on companies with strong growth potential and responsible business practices. Their wealth management services are tailored to align clients' financial goals with their values, providing comprehensive financial planning and investment management. Riverwater Partners emphasizes a fiduciary duty to act in the best interests of their clients, ensuring transparency and trust in all client relationships. Riverwater Partners' investment philosophy centers on the belief that responsible investing enhances traditional value investing by promoting resilience and capturing market inefficiencies. Their disciplined research process, known as The Three Pillar Approach™, evaluates companies based on competitive advantage, management quality, and responsible capital deployment. This methodology seeks to identify businesses that not only offer financial returns but also contribute positively to society and the environment. The firm is a signatory to the United Nations Principles for Responsible Investment (UN PRI) and a member of various organizations dedicated to sustainable investing, underscoring their dedication to responsible investment practices.

Investment Focus

• Minimum account size of $1,000,000 for full-service accounts
• Minimum account size of $250,000 for managed model portfolios