Riverwater Partners

Riverwater Partners

Investment-Management

Milwaukee, WI
United States
Company Tagline

Investing responsibly for families, financial advisors and foundations.

Industry Category
Investment-Management
Company Description

Riverwater Partners is a leading investment management firm dedicated to delivering superior financial performance through socially responsible investing. Located at 1433 N. Water St., Suite 303, Milwaukee, WI 53202, US, Riverwater Partners serves families, financial advisors, and foundations, building value-oriented portfolios with a focus on positive societal impact.

Applying environmental, social, and governance (ESG) criteria, Riverwater Partners utilizes its proprietary Riverwater Three Pillar Approach® to construct portfolios of small, mid, and large-sized companies. This approach aims to limit portfolio volatility and downside capture, ensuring clients benefit from stable and sustainable investment strategies. Riverwater Partners is committed to achieving both financial success and positive impacts on society.

As a woman-owned, employee-owned, and Certified B Corporation™, Riverwater Partners distinguishes itself through its commitment to ethical practices and responsible investment strategies. With deep roots in Milwaukee, Riverwater Partners continues to expand its reach and impact. We invite the manager of Riverwater Partners to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Riverwater Partners est une société de gestion de placements de premier plan qui se consacre à l'obtention de résultats financiers supérieurs grâce à l'investissement socialement responsable. Située au 1433 N. Water St., Suite 303, Milwaukee, WI 53202, États-Unis, Riverwater Partners dessert les familles, les conseillers financiers et les fondations, en constituant des portefeuilles axés sur la valeur et axés sur un impact sociétal positif.

Appliquant des critères environnementaux, sociaux et de gouvernance (ESG), Riverwater Partners utilise son approche exclusive Riverwater Three Pillar Approach® pour constituer des portefeuilles de sociétés de petite, moyenne et grande capitalisation. Cette approche vise à limiter la volatilité du portefeuille et la capture des baisses, garantissant ainsi aux clients de bénéficier de stratégies d'investissement stables et durables. Riverwater Partners s'engage à atteindre à la fois le succès financier et des impacts positifs sur la société.

En tant que société détenue par des femmes, détenue par des employés et certifiée B Corporation™, Riverwater Partners se distingue par son engagement envers des pratiques éthiques et des stratégies d'investissement responsables. Avec des racines profondes à Milwaukee, Riverwater Partners continue d'étendre sa portée et son impact. Nous invitons le responsable de Riverwater Partners à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché.

Key Personnel / Employees
Brian Lee Kirk Fox Brian G. Matt Drvaric

Compare Companies Side by Side

Compare Riverwater Partners with 3 companies in Investment-Management

4 Companies
Comparison Field
Riverwater Partners
Riverwater Partners
Main Company
F.L.Putnam Investment Management Company
F.L.Putnam Investmen...
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Indiana Trust Wealth Management
Indiana Trust Wealth...
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Founded Year
2012 1983 1988
Company Size
201-500 51-200 11-50
City
Milwaukee, WI Paris, Île-de-France Lynnfield, Massachusetts Mishawaka, Indiana
Country
United States France United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Socially Responsible Investing ESG Investing Investment Management Sustainable Investing Value Investing Portfolio Management Financial Services Small Caps Mid Caps Value Investors SMID Caps
3 Total 3 Unique
Unique Skills:
Asset Management Impact Investing Sustainable Finance
9 Total 1 Common 8 Unique
Match 9%
Common Skills:
Investment Management
Unique Skills:
Consulting Estate Planning Family Offices Financial Planning Foundations Millennials +2
36 Total 1 Common 35 Unique
Match 9%
Common Skills:
Investment Management
Unique Skills:
Advisory Services advisory solutions Business Retirement Plans Business Succession Planning Corporations Custody of Assets +29
4
Total Companies
1983
Oldest Founded
2
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

Riverwater Partners 河水合伙人 रिवरवॉटर पार्टनर्स ريفر ووتر بارتنرز Ривервотер Партнерс