PASSION,
PERFORMANCE
& PARTNERSHIP
Experience the RiverPoint Approach
to Wealth Management
Passion
RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting your comprehensive wealth management needs through highly personalized investment portfolio management. Since we earn no fees from trading or selling commission-based products, clients can count on investment advice that is free from conflicts. 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.
Performance
We provide “best in class” performance, achieving a Top 7% national performance ranking for our Classic Value* stock strategy and Top 21% for our Large Cap Growth* stock strategy. For the second year in a row, RiverPoint’s team was named a 5-Star Wealth Manager by Cincinnati Magazine.
Protection
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.
Partnership
Founded in 1995, RiverPoint has over $1 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.
Minimum investable assets of $1 million.
How can we help you reach your goals?
* Source: PSN Database for Classic Value strategy as of 6/30/10 (inception date 12/31/02);
Large Cap Growth strategy as of 6/30/10 (inception date 6/30/99)
** Three year average as of 12/31/09
RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting your comprehensive wealth management needs through highly personalized investment portfolio management. Since we earn no fees from trading or selling commission-based products, clients can count on investment advice that is free from conflicts. 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.
Performance
We provide “best in class” performance, achieving a Top 7% national performance ranking for our Classic Value* stock strategy and Top 21% for our Large Cap Growth* stock strategy. For the second year in a row, RiverPoint’s team was named a 5-Star Wealth Manager by Cincinnati Magazine.
Protection
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.
Partnership
Founded in 1995, RiverPoint has over $1 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.
Minimum investable assets of $1 million.
How can we help you reach your goals?
* Source: PSN Database for Classic Value strategy as of 6/30/10 (inception date 12/31/02);
Large Cap Growth strategy as of 6/30/10 (inception date 6/30/99)
** Three year average as of 12/31/09
