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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 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 can
tailor recommendations to the 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 world view 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
Mark
Hogan
Russell
Sims
Leon
Loewenstine
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Kirk
Koppenhoefer
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Joe
Schneider
Kathryn
Class
Other
Staff
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