RiverPoint in the News


RiverPoint and Valerie Newell Garners #14 Ranking In Barron's Top Independent Financial Advisors List

Newell moves from #20 in 2016 list to #14 in most recent Barron's Ranking.

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RiverPoint's Jeff Krumpelman discusses expected interest rate hikes in The Wall Street Journal

“We’ve been preparing for this,” saysᅠJeff Krumpelman,ᅠchief investment officer at RiverPoint Capital Management in Cincinnati. “It’s been the most advertised rate hike in the history of the world.”

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Leon Loewenstine: P&G is really looking to maximize their efficiencyᅠ

"P&G is really looking to maximize their efficiency with significant up-front investments in factories, but that means the closure of less-efficient plants in time," said Leon Loewenstine, chief investment strategist at Downtown-based Riverpoint Capital Management.

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RiverPoint Capital Management Recognized on Barron’s 2016 Independent Wealth Advisors Ranking

The ranking complements the firm’s previous Barron’s, honors including highest ranked financial advisor in Ohio and among top U.S. women financial advisors

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Leon Loewenstine: It’s keep growing or die

"If you're not always trying to pick up that extra customer, you run the risk of losing them,"ᅠLoewenstine said. "It's keep growing or die. If you don't continue to add share, a competitor could begin to nibble away at your business."

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RiverPoint Capital and Valerie Newell Lead Barron’s Ranking of Advisors in Ohio Ranked Fourth Among Women Financial Advisors in the U.S.

RiverPoint Capital Management’s team, headed by Valerie L. Newell, Chairman and Managing Partner, has been recognized as the leading Financial Advisor in the state of Ohio, ranking first in Ohio among 1,200 advisors nationally on the 2016 list, according to Barron’s. The Barron’s rankings reflect the volume of assets managed, revenue produced, and the quality of the advisors’ practices. Barron’s also took into consideration the experience of RiverPoint’s senior advisers, who average19 years in the industry, and its client retention rate, to cement its rankings.

In addition to the top spot in Ohio, Newell and RiverPoint ranked fourth on Barron’s 2016 list of the Top 100 Women Financial Advisors in the United States. These accolades compliment RiverPoint’s recognition in 2015 from Barron’s as the 29th of the Top 100 Independent Wealth Advisors in the nation.

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RiverPoint Capital Management Named to Financial Times’ 2016 List of the Top 300 Registered Investment Advisers

RiverPoint Capital Management, the Cincinnati-based advisory firm that provides services focused specifically on helping clients achieve their long-term goals, is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top RIA firms from across the United States.

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RiverPoint’s Valerie Newell speaks to Barron's about Fed alternatives

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

The market has been up and down for months, going nowhere in the process. Against that frustrating backdrop, our Top 100 Women Financial Advisors are warning investors not to let frustration trigger impulsive decisions.

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RiverPoint’s Valerie Newell speaks to Barron's about Fed rate hike

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Bloomberg Radio hosts Jeff Krumpelman

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Leon Loewenstine: As oil prices fall, the stock market is taking its cue from thatᅠ

“As oil prices fall, the stock market is taking its cue from that, so it’s putting the market under pressure,” Loewenstine told me. “We strongly believe oil is not a demand issue, it’s an oversupply issue. Lower oil prices will help the consumer in the long run. But the reality is, in the short term the market is reacting to falling oil prices.”

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Valerie Newell weighs in on Procter & Gamble's dropping company stock in this Cincinnati Enquirer article

"They have a lot of skin in this game – it's not like they haven' t had their share of pain in this," said Valerie Newell, chairman and managing director of Riverpoint Capital Management in Downtown, adding the senior executives typically are less diversified than most shareholders and hold a much higher concentration of their net worth in one stock.

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RiverPoint’s Valerie Newell quoted in an article in USA Today

“It’s just a matter of time. I don’t think it will be very long, there are some very bright women with huge jobs at P&G that are just a step away from being CEO,” said Valerie Newell, chairman and managing director of Riverpoint Capital Management.

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

Valerie L. Newell, CPA, chairman and managing director of RiverPoint Capital Management has been ranked #29 on Barron’s 2015 list of the Top 100 Independent Wealth Advisors in the United States. The Barron’s rankings reflect the quality of the advisors’ practices, the amount of assets overseen by the advisors and their teams, and revenue.

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RiverPoint Chief Investment Strategist, Leon Loewenstine, shares his views on the leadership succession at Procter & Gamble

Procter & Gamble has given a top executive oversight of two of its four major business units – potentially positioning him to succeed A.G. Lafley when he chooses to retire as CEO.

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Valerie Newell was selected by the Cincinnati Business Courier as one of the ten honorees of the 2016 inaugural Women Who Mean Business Award. The honorees are women in Greater Cincinnati who are in the C-suite at a company, run their own firm or are an executive-level partner at a professional firm and have made a significant impact in the business community in the past year. Barron's Top 100 Independent Wealth Advisors 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. Barron's uses three major components to rank advisers: 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. Investment performance isn't an explicit criterion, since clients' investment objectives differ. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. For additional information visit www.barrons.com . The FT Top 100 US Women Financial Advisers was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to manage at least $200 million in assets under management (AUM) and have 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certification and online accessibility. There is no attempt to rank advisers as difference are often minor. The result is grouped by state - there are 25 plus Washington DC - and those with more people and wealth have greater representation. For additional information visit www.ft.com . Barron's Top 100 Women Financial Advisors 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. Barron's uses three major components to rank advisers: 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. Investment performance isn't an explicit criterion, since clients' investment objectives differ. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. For additional information visit www.barrons.com .