RiverPoint's Recognition

For the Third Year In a Row, RiverPoint is Ranked #1 Wealth Advisor in Ohio by Barron's

Valerie Newell, who isᅠ Barron's top-ranked advisor in Ohio, says fears of inflation are clearly causing some volatility, and because of that, “we are being very careful in investing our new clients’ money. We want to capitalize on industries and sectors that can benefit from what we would call good inflation—some inflation, but not a lot of inflation.”

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Valerie Newell featured speaker at Barron's Top Independent Women Advisors Summit

Valerie Newell, RiverPoint Capital Management's Chairman, was a speaker recently at the Barron's Top Independent Women Advisors Summit held in Washington D.C.

RiverPoint's Own Valerie Newell Ranked #4 for Top 100 Women Financial Advisors in 2016 & 2017 by Barron's

For the second year in a row, RiverPoint's own Valerie Newell has garnered the #4 Top 100 Women Financial Advisors ranking by Barron's . The ranking reflects assets under management, revenue the advisors generate for their firms, and the quality of their practices.

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RiverPoint Capital Management Ranked #29 on
Barron’s 2015 List of Top 100 Independent
Wealth Advisors

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Barron’s specifically awarded the 2016 #20 and 2015 #29 rankings in the Top 100 Independent Wealth Advisors in the United States and ᅠ2016 and 2017 #1 raking in Ohio in America’s Top 1200 Financial Advisors, to the Chairman of RiverPoint Capital Management, Valerie Newell.ᅠThe rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visitᅠwww.barrons.com.ᅠThe rankings are not indicative of future performance.ᅠ