Disclosure Statement

This website is limited to the dissemination of general information pertaining to RiverPoint’s investment advisory services. The information contained herein is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing herein should be relied upon as such. The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. The opinions and forecasts are based on information and sources of information deemed to be reliable, but RiverPoint does not warrant the accuracy of the information that this opinion and forecast is based upon.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. * Past performance does not guarantee future results. * Consult your financial professional before making any investment decision.

RiverPoint Capital Management (“RiverPoint”) is an SEC registered investment adviser with its principal place of business in the State of Ohio. Registration of an investment advisor does not imply any level of skill or training. RiverPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which RiverPoint maintains clients. RiverPoint may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by RiverPoint with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about RiverPoint, including fees and services, please contact RiverPoint or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

RiverPoint Capital Management ADV Part 2A 

Terms of Use

These "Terms of Use" set forth the terms and conditions that apply to your use of www.riverpointcm.com (the "Web Site"). By using the Web Site (other than to read this page for the first time), you agree to comply with all of the Terms of Use set forth herein. The right to use the Web Site is personal to you and is not transferable to any other person or entity.

Copyrights and Trademarks

A. No person is authorized to use, copy or distribute any portion of the Web Site, including related graphics.

B. RiverPoint Capital Management and other trademarks and/or service marks (including logos and designs) found on the Web Site are trademarks/service marks that identify RiverPoint Capital Management and the goods and/or services provided by RiverPoint Capital Management. Such marks may not be used under any circumstances without the prior written authorization of RiverPoint Capital Management.

Links to Third-Part Web Site- RiverPoint Capital Management may provide hyperlinks to third-party web sites as a convenience to users of the Web Site. RiverPoint Capital Management does not control third-party web sites and is not responsible for the contents of any linked-to, third-party web sites or any hyperlink in a linked-to web site. RiverPoint Capital Management does not endorse, recommend or approve any third-party web site hyperlinked from the Web Site. RiverPoint Capital Management will have no liability to any entity for the content or use of the content available through such hyperlink.

No Representations or Warranties; Limitations on Liability - The information and materials on the Web Site could include technical inaccuracies or typographical errors. Changes are periodically made to the information contained herein. RiverPoint Capital Management MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO ANY INFORMATION, MATERIALS OR GRAPHICS ON THE WEB SITE, ALL OF WHICH IS PROVIDED ON A STRICTLY "AS IS" BASIS, WITHOUT WARRANTY OF ANY KIND AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES WITH REGARD TO ANY INFORMATION, MATERIALS OR GRAPHICS ON THE WEB SITE, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. UNDER NO CIRCUMSTANCES SHALL THE SITE OWNER OR PUBLISHER BE LIABLE UNDER ANY THEORY OF RECOVERY, AT LAW OR IN EQUITY, FOR ANY DAMAGES, INCLUDING WITHOUT LIMITATION, SPECIAL, DIRECT, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE DAMAGES (INCLUDING, BUT NOT LIMITED TO LOSS OF USE OR LOST PROFITS), ARISING OUT OF OR IN ANY MANNER CONNECTED WITH THE USE OF INFORMATION OR SERVICES, OR THE FAILURE TO PROVIDE INFORMATION OR SERVICES, FROM THE WEB SITE.

Changes to These Terms of Use - RiverPoint Capital Management reserves the right to change these Terms of Use at any time by posting new Terms of Use at this location. You can send e-mail to RiverPoint Capital Management with any questions relating to these Terms of Use at info@marinerwealthadvisors.com.

Privacy Policy

Maintaining your trust and confidence is among highest priorities. We recognize that protecting the privacy and security of our customers is an important responsibility. That's why we, at RiverPoint Capital Management, want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.

The Privacy Policy of RiverPoint Capital Management - RiverPoint Capital Management has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

What Information We Collect - We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information We Disclose - We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

Security of Your Information - ᅠWe restrict access to your nonpublic personal information to these employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

Changes to our Privacy Policy or Relationship with You - ᅠOur Policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.