Providing outstanding customer service is at the heart of our client relationships. As a RiverPoint client, you can rely on your portfolio manager to suggest new investment ideas and opportunities, report on the progress of your portfolio, keep in touch with changes in your circumstances and respond quickly to your questions and concerns. In addition, your portfolio manager is available to counsel and educate other members of your family. Your confidentiality and privacy is strictly respected.
Experienced, Senior Investment Professionals
RiverPoint’s Investment Team consists of highly experienced, senior professionals who draw upon diverse backgrounds in investment research, retirement planning, public accounting, tax, estate and philanthropic planning, as well as foundation and endowment management, to deliver uniquely sophisticated wealth management solutions. In addition, several of our investment professionals hold the Chartered Financial Analyst (CFA®) designation, which is considered the highest level of achievement for investment knowledge, standards and ethics in the investment management industry.
Our senior professionals are trusted experts in wealth planning and several have earned CPA and CFP (certified financial planner) designations. We use this expertise to work proactively with your other trusted advisors, including your accountant and attorney, to ensure that your investment strategies effectively complement your estate plans and current tax situation.
We can advise you on a full range of financial and estate issues, including reviews of wills and trusts, asset titling, identification of IRA beneficiaries, reviews of employer retirement benefits and insurance planning. We are actively involved with developing and implementing charitable giving plans and estate tax savings ideas.
We offer you significant experience in Grantor Retained Annuity Trusts, Family Limited Partnerships, Qualified Personal Residence Trusts and Private Foundations. Our professionals are also experienced in advising clients on financial planning concerns that relate to divorce and the management of settlement proceeds.