Second Year In A Row:

Ranked #1 Advisor in Ohio - Learn More

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

With a mission of delivering leading investment advisory services to individuals, families and institutions, RiverPoint Capital Management provides investment and financial planning through a team of experienced senior portfolio managers.

News & Updates

    • Kyle Moore discusses P&G's stock price. Click here to read
    • Jeff Krumpelman, on Bloomberg radio, discusses lightening up on FANG stocks. Click here to read
    • Valerie Newell named #14ᅠTop Individual Advisor by Barron's 2017 Ranking Click here to read
    • Bloomberg Markets: Krumpelman discusses taking advantage of pullback Click here to listen
    • Yellen said what the markets wanted to hear: RiverPoint's Jeff Krumpelman on CNBC Click here to watch
    • Financial Times 300 Top Registered Investment Advisers list recognizes RiverPoint as a top independent RA firm in Ohio.ᅠ Click here to read
    • Valerie Newell featured speaker at Barron's Top Independent Women Advisors Summit Click here to read
    • Valerie Newell garners #4 ranking in Barron's 2017 Top 100 Women Advisors list Click here to read
    • Leon Loewenstine comments on proposed downtown Kroger grocery store.ᅠ Click here to read

Featured Videos

Review of P&G's Fiscal Q1 Earnings Podcast

Nolan Kamerer and Kyle Moore, CFA® review P&G's most recent fiscal quarter. ᅠ

RiverPoint's 2017 Crystal Ball Webinar

A look ahead of what's to come for the markets in 2017.