Riverwater Partners LLC
Riverwater Partners LLC is a Milwaukee-based, woman-owned investment advisory and asset management firm founded in 2016. The firm specializes in sustainable, responsible, and ESG (Environmental, Social, Governance) investing, offering services to individuals, families, institutions, non-profits, foundations, and 401(k) plan sponsors. As an independent fiduciary and Certified B-Corp, Riverwater emphasizes client-specific values alignment and impactful investing. The firm employs skilled teams in both investment management and wealth management, and is recognized for leadership in sustainable business.
Investment Strategy
Riverwater Partners LLC focuses on sustainable investing through rigorous ESG (Environmental, Social, Governance) analysis, offering tailored asset allocation and investment strategies aimed at both growing and protecting client wealth. The firm provides discretionary investment management, monitoring client portfolios and managing a range of securities including equities, fixed income, and mutual funds, all with an emphasis on positive societal and environmental impact while striving for competitive financial returns. Riverwater serves both individual and institutional clients, ensuring portfolio strategies reflect specific client missions and responsible investing best practices.
Top Holdings
Equity Positions (200)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLSE | TRUST FOR PROFESSIONAL MANAG | 5.71% | $12.1M | 519,148 | $14.55 | $23.37 | +$893.0K |
L LOPE | GRAND CANYON ED INC | 2.64% | $5.6M | 29,710 | $121.17 | $189.00 | +$466.3K |
I IDCC | INTERDIGITAL INC | 2.34% | $5.0M | 22,145 | $116.83 | $224.23 | +$378.6K |
A AVSE | AMERICAN CENTY ETF TR | 2.28% | $4.8M | 82,508 | $52.13 | $58.63 | +$1.2M |
E EFV | ISHARES TR | 2.16% | $4.6M | 72,288 | $50.29 | $63.48 | +$328.2K |