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OUR
PORTFOLIO MANAGER TEAM
Most of our team have worked together for many years, fostering a highly
dynamic and stimulating professional environment. Our clients benefit not
from a single portfolio manager but from a senior team with many years of experience
and expertise.
By understanding the details of each client's financial situation and
actively monitoring and managing their assets, our portfolio managers tailor
recommendations to our client's unique circumstances.
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.
Unlike employees at larger investment organizations, each RiverPoint
portfolio manager concentrates on a small number of clients, investing the
time required to thoroughly understand and learn about each client's
circumstances and requirements.
To help clients remain well-informed, portfolio managers are always available
to answer questions about portfolio investments, current economic analysis
and expected investment strategies. Clients also stay up to date with the
market analysis and insight of our monthly RiverPoint Report.
OUR
RESEARCH TEAM
RiverPoint's investment research professionals have significant expertise in quantitative,
fundamental and technical analysis of the market. They use sophisticated,
proprietary technology and analytical systems to select the investments for
our clients' portfolios.
View individual profiles
Valerie Newell
Leon
Loewenstine
Victor
Lassandro
Russell
Sims
Ryan
Brown
Pamela
Schmitt
Casey Jones
Kirk
Koppenhoefer
Mary
Sawyer
Kris
Wickemeier
Ryan Easter
Joe
Schneider
Other
Staff
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