Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

FIDUCIARY

We are a fiduciary. This means we only act in our clients’ best interest.

Certified B Corp

B CORP™

Committed to using Business as a Force for Good™.

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

PRINCIPLED

Dedicated to our mission to make the world a better place by growing wealth through responsible investing.

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Asset Management

INVESTING BESIDE YOU

We proudly invest our assets alongside yours.

Services

Wealth Management

Personalized responsible investment services designed to grow and protect your wealth. For Individuals and Families | For Nonprofits and Institutions

Milwaukee skyline
Asset Management

Offering three actively managed small-cap separate account strategies for institutional and individual investors.

A WORD FROM OUR FOUNDER

Riverwater is the intersection of our investing expertise, our contrarian thinking, and our foundational belief that small companies can have a big impact – on portfolios and the world.

Adam Peck, CFA

Investor / Entrepreneur / Community Servant / Riverwater Founder
Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

RECENT POSTS

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Riverwater Partners Achieves Green Master Status

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;…

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Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

The Overlooked Asset: Transforming Your HSA into a Strategic Retirement and Estate Planning Tool

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…

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Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Abeona Therapeutics (ABEO): A Rare Disease Transformation Story

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…

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Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Climate Change Scenario Analysis

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…

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