A Passion For Your Success
You deserve unsurpassed expertise and service, and RiverPoint delivers that with an unwavering commitment to client service that sets us apart in the crowded investment field. Portfolios are guided by RiverPoint partners and senior executives, who provide day-to-day management of all accounts.

RiverPoint Investment Advisors...

• Actively manage and monitor your investments
• Provide personalized wealth planning advice
• Work with you to assess your specific investment objectives and establish written investment guidelines
• Structure an appropriate asset allocation
• Rebalance and reallocate investment assets, as appropriate
• Provide daily on-line portfolio access through independent custodians (such as Charles Schwab and U.S. Bank Trust Co.)

A Passion For Your Protection
Independence and integrity are key benefits of working with our firm. Clients assets are always held at an outside, independent custodian. You’ll have on-line access and receive separate reporting and monthly statements produced and sent directly to you by the custodian. We never take possession of client assets. This separation of roles is a significant benefit for our clients. Investment management is our only business, and we earn no fees from trading or selling any services or products. This ensures the integrity of our stock and investment selection.