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OUR FIRM
RiverPoint Capital Management is a leading independent advisory firm providing
highly personalized, confidential investment services and a top nationally
ranked investment performance track record. For the second year in a row,
RiverPoint’s team was named a 5 Star Wealth Manager by Cincinnati
Magazine. RiverPoint is free from numerous conflicts of interest inherent in
larger organizations, ensuring that the interests of our clients always come
first.
Our depth of knowledge and experience keeps us focused on helping our
clients' assets grow in a manner consistent with their tolerance for risk,
unaffected by Wall Street fads. We currently manage client assets of $1
billion.
We have an unwavering commitment to client service, which sets us apart in
the crowded investment field. Our work with our clients includes:
- Actively monitoring and
managing investments
- Providing personalized,
confidential investment and financial planning advice
- Coordinating and actively
partnering with other advisors, including CPAs and attorneys
- Coordinating private banking
services and lending needs
- Providing daily online
portfolio access
OUR CLIENTS
Individuals and Families
RiverPoint manages investment portfolios for high-net-worth individuals and
their families, with special expertise in wealth management for multiple
generations. One of the largest areas of our work is managing the investment
assets of retirees, including helping individuals plan for retirement.
Minimum
$1 million in investable assets.
Endowments and Foundations
We manage investment portfolios for many endowments and foundations,
assisting our foundation clients with the development of investment policy
statements and appropriate spending policy levels.
Because we are an approved investment manager for the Greater Cincinnati
Foundation, individuals with donor-advised funds at the Foundation can select
RiverPoint as their investment advisor.
Employee Benefit Plans
RiverPoint provides investment management services to employee retirement
plans of more than $1 million.
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