RiverPoint Capital Management offers highly personalized, confidential investment services and a nationally ranked investment performance track record. 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 in excess 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
- Coordinating and actively partnering with other advisors, including CPAs and attorneys
- Providing personalized, confidential investment and financial planning advice
- Coordinating private banking services and lending needs
- Providing daily online portfolio access
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 Funds
RiverPoint provides investment management services to employee retirement plans of more than $1 million.