Top Ranked Wealth Advisor in Ohio

Top Ranked Wealth Advisor in Ohio

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Welcome

Welcome to RiverPoint Capital Management

Experience the RiverPoint Approach to Wealth Management
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Passion

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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Passion

Highly Personalized Portfolio Management
Performance

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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Performance

An Unwavering Commitment to Service
Protection

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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Protection

Dedicated to Safety & Security
Partnership

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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Partnership

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

  • Our own Valerie Newell was recently a featured panelist at Barron's Top Independent Women Advisors Summit. Click here to read more
  • RiverPoint is proud to sponsor the Women's Racing Project for the second year in a row. Click here to see pictures
  • RiverPoint's Leon Loewenstine quoted in this Cincinnati.com article Click here to read
  • RiverPoint’s Jeff Krumpelman was on Bloomberg Radio Click here to listen

  • RiverPoint’s Valerie Newell speaks to Barron's about Fed rate hike

  • Read RiverPoint’s response to the recent P&G Earnings Announcement Click here to read
  • RiverPoint's Wealth Advisors Attend 4C for Children Event Click here to read

Featured Videos

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