B Impact Report

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Riverwater Partners

Investment Advisory Services Responsible (ESG) Investment Management Strategies
Certified Since: August, 2018
Location: MILWAUKEE, Wisconsin, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

144.4

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Riverwater Partners LLC is an employee-owned, fee-based registered investment advisory firm providing investment advisory services and socially responsible (ESG) investment management strategies to individuals and institutional investors. Services include portfolio asset allocation and separate account management.

Riverwater’s proprietary investment products are managed using a Three Pillar Approach® to identify companies with exceptional management teams operating superior businesses, and trading at attractive valuations. In addition to these more traditional investment criteria, they evaluate and engage portfolio companies on their Environmental, Social, and Governance (ESG) practices. Their unique investment approach aligns the interests of their clients, employees, and the global community, by focusing on achieving long-term sustainable financial returns in concert with long term sustainable initiatives for a better world.

They are proud to be members of the US SIF and signatories to the UN PRI and CDP Worldwide. Membership provides them with thought leadership on best practices, current trends, impact, and company data, allowing them to focus their ESG lens effectively.

Impact Area Scoresinfo_outline