INDIVIDUAL
SOLUTIONS &
CUSTOMIZED
PORTFOLIO
MANAGEMENT
Customized Portfolio Management
Each RiverPoint portfolio manager--unlike employees at larger investment organizations--concentrates on a small number of clients, investing the time required to thoroughly understand and learn about your unique circumstances and requirements.
We address the full range of your investment goals by considering your: Growth expectations • Income requirements • Tax considerations • Risk tolerance • Investment time horizon • Liquidity requirements • Special needs and interests, such as philanthropic activities.
Asset Allocation Expertise
Your RiverPoint portfolio manager will seek the optimal level of growth with the least amount of risk, dividing your portfolio among major asset classes such as cash, bonds, stocks and alternative investments. Income needs will also be addressed through stock dividends and income from bonds.
Tax Sensitivity
Since not many people like to pay taxes, our approach is designed to achieve maximum after-tax returns through active tax-sensitive investment strategies customized for you. 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 taxes that may be generated by frequent trading. Income tax considerations are also important in determining if we focus on taxable income (corporate bonds and dividend growth) or tax-exempt income (municipal bonds).
Dedicated Personal Attention
We will meet with you on a regular basis to review your investment and financial objectives, performance and our outlook for the market and the economy. We also provide you with monthly updates on our investment outlook and strategy. Click here for the latest edition of the RiverPoint Report.
Each RiverPoint portfolio manager--unlike employees at larger investment organizations--concentrates on a small number of clients, investing the time required to thoroughly understand and learn about your unique circumstances and requirements.
We address the full range of your investment goals by considering your: Growth expectations • Income requirements • Tax considerations • Risk tolerance • Investment time horizon • Liquidity requirements • Special needs and interests, such as philanthropic activities.
Asset Allocation Expertise
Your RiverPoint portfolio manager will seek the optimal level of growth with the least amount of risk, dividing your portfolio among major asset classes such as cash, bonds, stocks and alternative investments. Income needs will also be addressed through stock dividends and income from bonds.
Tax Sensitivity
Since not many people like to pay taxes, our approach is designed to achieve maximum after-tax returns through active tax-sensitive investment strategies customized for you. 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 taxes that may be generated by frequent trading. Income tax considerations are also important in determining if we focus on taxable income (corporate bonds and dividend growth) or tax-exempt income (municipal bonds).
Dedicated Personal Attention
We will meet with you on a regular basis to review your investment and financial objectives, performance and our outlook for the market and the economy. We also provide you with monthly updates on our investment outlook and strategy. Click here for the latest edition of the RiverPoint Report.
