Welcome to Riverpoint Capital Management

Experience the RiverPoint Approach to Wealth Management
Learn more ▸


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.

Learn More About Our Investment Philosophy ▸


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.

Learn How We Can Help You Reach Your Goals ▸


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.

Learn How We Are Committed to Your Financial Interests ▸


Dedicated to Safety & Security

Objectives Aligned With Yours

Founded in 1995, RiverPoint has more than $1.5 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.

Meet Our Investment Team ▸


Over $1 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

  • Valerie Newell was named as a member of the prestigious list of the 2014 Top 100 Women Financial Advisers by Financial Times. Read More
  • Market Insights- Change is in the air. In the Midwest, the days are getting shorter, the nights cooler and the leaves on the trees are changing color. The world’s stock markets are also changing. Read More
  • RiverPoint Capital Management was recognized as a Top 100 RIA firm by Financial Planning magazine for the second consecutive year. Read More
  • Valerie Newell was inducted into the Bowling Green State University Entrepreneurial Hall of Fame. Read More
  • Leon Loewenstine was recognized by the Board of Advisors of Archbishop Moeller High School for over 10 years of service.

Learn more about what makes us different.

Watch RiverPoint Videos