|
SOPHISTICATED, PERSONALIZED INVESTMENT
PORTFOLIO
We strive to create a customized investment portfolio that matches our
clients' financial goals and risk preferences in both stock and bond
investments.
Our primary objective is to deliver excellent investment results. We do this
by combining our proprietary investment capabilities in both customized
individual stock and bond portfolios and specialized mutual funds.
RiverPoint manages balanced portfolios and equity and fixed income
portfolios. Our investment philosophy and process starts with the
macroeconomic analysis and overview of major economic trends. Based on the
current and expected economic environment, we select the investment
alternatives that we think will provide the best investment performance with
a reduced amount of risk.
TAX
SENSITIVITY
Our approach is designed to achieve maximum after-tax returns through active
tax-sensitive management strategies that are customized for each client. We
carefully consider the tax impact of transactions in every stage of our
investment process, assessing whether the return potential outweighs the tax
implications. We also buy securities we believe we can hold for long periods,
avoiding the taxes that may be generated by frequent trading.
|
