Riverview Trust Co.
Riverview Trust Company is a state-chartered trust company founded in 1998 and headquartered in Vancouver, Washington. It provides investment management, wealth planning, and trust services to individuals, families, and nonprofits across Washington and Oregon. The firm serves as a fiduciary, with an ethical and legal duty to act in clients' best interest, and is a wholly owned subsidiary of Riverview Community Bank. Riverview Trust Company employs approximately fifteen full-time staff with substantial credentials in financial planning, investment management, trust law, and administration.
Investment Strategy
Riverview Trust Company employs a fiduciary-driven, client-centered investment strategy that prioritizes the best interests of beneficiaries and clients. The company offers comprehensive wealth management, integrating investment management, financial planning, risk management, and trust administration. They build diversified portfolios, focusing on clients' unique goals and risk tolerances, and maintain a prudent approach in line with the Uniform Prudent Investor Act. Their capabilities also include estate settling, trust administration, and custom strategies for individuals, families, and nonprofit organizations.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | iShares Core MSCI EAFE ETF | 16.37% | $13.6M | 155,241 | $55.81 | $87.31 | +$630.6K |
V VV | Vanguard Large Cap Index Fund ETF | 6.56% | $5.4M | 17,649 | $185.29 | $307.86 | +$398.2K |
V VEA | Vanguard FTSE Developed Markets ETF | 3.50% | $2.9M | 48,354 | $49.46 | $59.92 | +$140.7K |
A AGG | iShares Core US Aggregate Bond ETF | 3.13% | $2.6M | 25,819 | $111.20 | $100.25 | +$27.1K |
M MSFT | Microsoft Corp | 2.93% | $2.4M | 4,677 | $182.54 | $517.95 | +$96.1K |