Riverpoint Wealth Management Holdings, LLC
Riverpoint Wealth Management Holdings, LLC is a Chicago-based registered investment adviser founded in 2011. The firm specializes in proprietary discretionary asset management, providing tailored investment solutions and asset management services for high-net-worth individuals. With approximately 4 employees, Riverpoint serves individual and institutional clients with a focus on personalized financial planning and investment management strategies.
Investment Strategy
Riverpoint Wealth Management Holdings employs a proprietary, discretionary investment approach focused on diversified, long-term growth for clients. The firm specializes in strategic asset allocation and portfolio management across equities, ETFs, and fixed income, with a core emphasis on meeting the financial planning goals of high-net-worth individuals. Their strategies include customized portfolio construction, periodic rebalancing, and an emphasis on tax efficiency and risk-adjusted returns. The firm frequently manages Section 529 plans and provides asset management for retirement accounts.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 18.60% | $79.1M | 651,531 | $59.31 | $121.38 | +$9.5M |
S SCHF | SCHWAB STRATEGIC TR | 11.85% | $50.4M | 2,278,495 | $15.67 | $22.10 | +$5.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.48% | $48.8M | 855,776 | $39.45 | $57.01 | +$6.8M |
V VO | VANGUARD INDEX FDS | 11.00% | $46.7M | 167,059 | $161.67 | $279.83 | +$4.9M |
F FNDA | SCHWAB STRATEGIC TR | 7.46% | $31.7M | 1,106,829 | $19.28 | $28.65 | +$2.4M |