Top Ranked Wealth Advisor in Ohio

Top Ranked Wealth
Advisor in Ohio

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Top Ranked Wealth Advisor in Ohio

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Welcome to RiverPoint Capital Management

Experience the RiverPoint Approach to Wealth Management
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A Passion For Your Success

We place our clients’ interests above all else and are passionate about helping them meet their investment and financial goals. With a 98% client retention rate, we believe our results speak for themselves.

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Highly Personalized Portfolio Management

Partners in Strategic Thinking

Named a Top 100 Wealth Advisor in America by Advisor One. Named a 5-Star Wealth Manager by Cincinnati Magazine for the fifth year in a row.

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An Unwavering Commitment to Service

Dedicated to Your Safety & Security

Safety and security of our clients’ assets is our top priority. All of our clients’ assets are held at third-party custodians, which provides a critical measure of protection. We are an SEC-registered investment advisor and a fiduciary and always act in the best interest of our clients. RiverPoint is a member of the Financial Planning Association.

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Dedicated to Safety & Security

Objectives Aligned With Yours

Founded in 1995, RiverPoint has more than $2 billion in assets under management for individuals, families, endowments and foundations. Our objectives are aligned with those of our clients and are focused on solid, long-term performance and returns that equal or exceed performance benchmarks.

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Over $2 billion in Assets Under Management

Our Services

RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting your comprehensive wealth management needs through highly personalized investment portfolio management.

News & Updates

  • RiverPoint’s Valerie Newell quoted in Barron'sᅠ article Click to go to our News page to read more
  • RiverPoint Market Insights - Thanksgiving Edition Click here to read more
  • RiverPoint’s Jeff Krumpelman was on Bloomberg Radio Click here to listen
  • Valerie Newell weighs in on Procter & Gamble's dropping company stock in this Cincinnati Enquirer article. Click here to read more
  • RiverPoint’s Valerie Newell quoted in an article in USA Today Click here to read more
  • On September 10th, 2015, Valerie Newell and Adam Morton participated in a seminar titled "Nonprofit Endowments: Creation and Governance" Click here to read more
  • RiverPoint’s wealth advisors attend 3rd Annual Galloping Pig polo event at Wilshire Farm, Hosted by the BowTie Foundation Click here to read more
  • RiverPoint’s wealth advisors attend 11th Annual Bold Fusion YP Summit Click here to read more
  • Anthony Roberts, a partner at RiverPoint, has been named to the Cincinnati Business Courier's Forty Under 40 List See the List
  • RiverPoint Capital Management was recently recognized in the Financial Advisor 2015 RIA Rankings, listed at #108 See the List
  • RiverPoint Capital Management Named to 2015 Financial Times 300 Top Registered Investment Advisers See the List

Featured Videos

RiverPoint 2015 Year End MarketᅠUpdateᅠ

Retiring or Separating from Procter & Gamble?
A Review of Distribution Strategies

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