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 $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.

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Partnership

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
  • RiverPoint Chief Investment Strategist, Leon Loewenstine, shares his views on the leadership succession at Procter & Gamble. Read More
  • Market Insights: Demographics provide a certain amount of validity to the “science” side of economic forecasting. For example, if four million people in the United States are currently 40-years old, we can rather accurately determine the number of 50-year olds there will be in 10 years. Read More

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

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