We are a fiduciary. This means we only act in our clients’ best interest.
Committed to using Business as a Force for Good™.
Dedicated to our mission to make the world a better place by growing wealth through responsible investing.
We proudly invest our assets alongside yours.
Personalized responsible investment services designed to grow and protect your wealth. For Individuals and Families | For Nonprofits and Institutions
Offering three actively managed small-cap separate account strategies for institutional and individual investors.
Riverwater Partners Achieves Green Master Status: Leading the Way in Sustainable Business Practices We’re thrilled to announce that Riverwater Partners has been certified as a Green Master by the Sustainable Business Council’s Green Masters Program® – achieving the highest possible recognition in this prestigious sustainability certification framework. “This achievement represents more than just an award;…
Bottom of the Lineup, Top of the Charts Like our hometown team, the Milwaukee Brewers, small caps have spent the better part of fifteen years out of favor—grinding out singles and doubles while mega-caps launched moonshots. This season, both are reminding us that cycles turn, and that discipline can ultimately trump pure scale. Source: Furey…
Beyond the Basics: The Unmatched Power of Triple-Tax Exemption The HSA stands alone in the Internal Revenue Code. It is the only account that offers a true triple-tax advantage: Tax-Deductible Contributions: Contributions reduce your current-year adjusted gross income (AGI). Tax-Free Growth: All investment growth—dividends, interest, and capital gains—compounds entirely free from tax. Tax-Free Withdrawals: Distributions…
Navigating Politics, Policy & Portfolios (October 15, 2025). As we close another quarter, we wanted to share our perspective on the markets, the economy, and most importantly, how we’re positioning portfolios to thrive in the months ahead. Politics vs. Policy: What Actually Matters for Long-Term Investors The recent government shutdown reminds us that Washington doesn’t…
Applying Our Three-Pillar Investment Framework to an Emerging Gene Therapy Leader (October 15, 2025). By Nathan Fredrick and Devaj Mehta. At Riverwater Partners our investment process centers on a disciplined three-pillar approach: our approach: exceptional management teams, superior business, and attractive valuation. While Abeona Therapeutics (ABEO) might initially appear to challenge this framework as a…
Navigating Climate Risk: How We Use Scenario Analysis for Responsible Investing As Director of Responsible Investing, I’m proud of the unique approach we’ve crafted for integrating responsible investing into small cap equities. Today, I am pleased to present our climate change scenario analysis framework. We use this forward-looking tool to identify potential risks and uncover…
