We strive to create a customized solution 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.