What is Riverwater Partners?
Riverwater Partners is a Milwaukee-based investment advisory firm founded in 2016 with a clear mission: to grow wealth responsibly. As independent fiduciaries, they focus on acting in the best interest of their clients by offering personalized and responsible asset allocation and investment strategies. Their approach centers on sustainable investing, blending expertise in small-cap equity strategies with a commitment to ethical and principled wealth management.
The Main Benefit of Choosing Riverwater Partners
When it comes to managing your investments, Riverwater Partners stands out by combining fiduciary responsibility with a genuine dedication to making a positive impact. Here are some key figures and facts that highlight their unique value:
- B Corp™ certified, committed to using Business as a Force for Good™
- Specializes in sustainable small-cap equity strategies designed for long-term growth
- Founded in Milwaukee in 2016, with a strong local presence
- Manages three institutional small-cap equity strategies
- Offers tailored wealth management services for individuals, families, and institutions
- Operates as a fiduciary, ensuring clients’ best interests always come first
- Holds a B Corp score of 158.9, reflecting strong social and environmental performance
Personalized Wealth Management Services
Riverwater Partners delivers personalized investment services designed to grow and protect wealth. Their wealth management team works closely with individuals and families, crafting tailored strategies that align with each client’s unique goals and values. Whether it’s managing a 401(k) or creating a comprehensive investment plan, the focus remains on responsible investing that balances growth with sustainability.
Commitment to Responsible Investing
At the heart of Riverwater’s philosophy is responsible investing. This means more than just financial returns — it’s about making a measurable impact. They embrace ESG principles, socially responsible investing (SRI), and sustainable investing strategies that consider environmental, social, and governance factors. Their approach is principled, humble, and driven by a passion to make the world a better place through value investing and thoughtful asset management.
Investing Beside Clients
One of the standout features of Riverwater Partners is their commitment to investing alongside their clients. This isn’t just lip service — the team proudly puts their own assets into the same strategies they recommend. It’s a powerful statement of confidence and alignment, showing that they truly believe in the potential of small companies to create big impacts, both in portfolios and in the broader world.
Project Impact: Sustainable Development Goals (SDGs) Linked to Riverwater Partners
- SDG 8: Decent Work and Economic Growth — promoting sustainable economic growth through responsible investment
- SDG 12: Responsible Consumption and Production — encouraging sustainable business practices via ESG integration
- SDG 13: Climate Action — supporting investments that consider environmental impact and climate resilience
- SDG 10: Reduced Inequalities — fostering diversity of thought and inclusive investment approaches
- SDG 17: Partnerships for the Goals — collaborating with clients and communities to drive positive change
A Word from the Founder
Adam Peck, CFA, the founder of Riverwater Partners, describes the firm as the intersection of investing expertise, contrarian thinking, and a foundational belief in the power of small companies. He sees these businesses as capable of making a big impact — not just on portfolios, but on the world at large. This vision drives the firm’s mission to grow wealth responsibly, with integrity, humility, and a commitment to measurable impact.
