RiverPoint Capital Management is a registered investment advisor with the Securities and Exchange Commission. We provide customized financial planning and investment management services.
At RiverPoint, we aim to deliver experience and service, along with a commitment to client service and communication. Our goal is to provide you with a plan that is tailored to your unique needs.
With a mission of delivering leading investment advisory services to individuals, families and institutions, RiverPoint Capital Management provides investment and financial planning through a team of experienced senior portfolio managers.
Our Wealth Advisors
Our wealth advisors have a complimentary mix of investment, tax planning, and estate/retirement planning skills in designing and implementing a customized, comprehensive wealth management plan for each of our clients. Each of RiverPoint's portfolio managers has an academic background in finance, business and accounting, all with undergraduate degrees and most with graduate degrees in one of those fields. That experience allows our investment professionals to stay informed of the ever-changing complexities in the wealth management arena and provide the highest quality investment advice to our clients.