Riverwater Partners' Small and Mid Cap value strategies update is tomorrow! Register below to join Adam J. Peck, CFA for a review of Q4 2023 portfolio results, an update on portfolio positioning and a deep dive into the Attractive Valuation Pillar of Riverwater's disciplined research process. Cindy Bohlen, our Director of Responsible Investing, will discuss Riverwater's engagements during the quarter. https://lnkd.in/gBMEMhvw #valueinvesting #esg #responsibleinvesting
Riverwater Partners
Investment Management
Milwaukee, WI 503 followers
Investing responsibly for families, financial advisors and foundations.
About us
Riverwater is Wisconsin's largest fully dedicated manager of socially responsible investments, serving families, consultants, financial advisors, and foundations. The firm applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. Riverwater's mission is to achieve superior returns through value(s) investing while also generating positive impacts on society. Our team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture. Based in Milwaukee, Riverwater is woman-owned, employee-owned, and a Certified B Corporation™. In fact, the firm is the first and only financial services company based in WI to have this certification.
- Website
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http://www.riverwaterpartners.com
External link for Riverwater Partners
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Milwaukee, WI
- Type
- Privately Held
- Founded
- 2016
- Specialties
- ESG Investing, Socially Responsible Investing, Value Investors, Sustainable Investing, Mid Caps, Small Caps, and SMID Caps
Locations
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Primary
Get directions
1433 N. Water St.
Suite 303
Milwaukee, WI 53202, US
Employees at Riverwater Partners
Updates
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Join Riverwater Partners CIO Adam J. Peck, CFA and Director of Responsible Investing Cindy Bohlen for an update on Riverwater's strategies and responsible investing engagements on Feb 13 at 1pm CST.
Q4 2023 Strategies Update Webinar
riverwaterpartners.com
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As we reflect on the past year and look ahead, we at Riverwater Partners are pleased to share insights from our latest quarterly commentary. https://lnkd.in/gVSMT-XY
Better Late Than Never
riverwaterpartners.com
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At Riverwater Partners, we believe that a strong team is the secret ingredient to success! 🚀 Our team recently took a break from the daily grind to roll up our sleeves and have a blast making delicious pizzas together. 🍕🙌 It was an fun way to bond, strengthen our connections, and hone our culinary skills. Thanks to the team at Glorioso's Appetito & Sage Harvest for the culinary experience!
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Join Adam J. Peck, CFA and Cindy Bohlen, CFA for Riverwater Partners Q3 2023 Strategies Update webinar on November 9 at 1pm CST. Adam Peck, PM and Riverwater's CIO, will review Q3 2023 portfolio results and Cindy Bohlen, our Director of Responsible Investing, will discuss Riverwater's engagements during the quarter.
Q3 Strategies Update Webinar
riverwaterpartners.com
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Adam J. Peck, CFA and Cindy Bohlen presented to the CFA Society of St. Louis about the history, adoption, performance and demand of #ESG investing yesterday. Great discussion, St. Louis! Thanks for having us. #esg, #responsibleinvesting #sociallyresponsibleinvesting #bcorp
Thanks to the CFA Society of St. Louis for hosting Cindy Bohlen and me at their luncheon yesterday. We appreciated the pointed questions and lively discussion on #ESG and responsible investing!
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Riverwater Partners reposted this
Join Riverwater Partners team for a fun and light-hearted event to support First Tee — Southeast Wisconsin. Registration details below. Hope to see you there!
2023 One Club Tournament | Riverwater Partners
https://riverwaterpartners.com
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Riverwater Partners reposted this
Join Riverwater Partners team for a fun and light-hearted event to support First Tee — Southeast Wisconsin. Registration details below. Hope to see you there!
2023 One Club Tournament | Riverwater Partners
https://riverwaterpartners.com
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Don't miss our Q2 2023 quarterly commentary and strategies update.
I'm happy to share Riverwater Partners' Q2 2023 Market and Strategies Update. #esginvesting, #responsibleinvesting, #smallcaps, #bcorp
Sustainable Value and Micro Opportunities Update
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