RiverPoint Capital Management

Firm Overview:

RiverPoint Capital Management is an independent registered investment advisor based in Cincinnati, Ohio.  The firm manages more than $2.2 billion of investment assets for individuals, foundations, charitable organizations, retirement plans and corporations.  Our experienced portfolio managers combine financial planning and investment expertise with a client’s specific goals and objectives to structure a customized investment strategy to grow and protect investment assets.

Services and/or Products:

RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting clients’ comprehensive wealth management needs through highly personalized investment portfolio management. RiverPoint earns no fees from trading or selling commission-based products, so clients can count on investment advice that is free from conflicts. We place our clients’ interests above all else and are passionate about helping them meet their investment and financial goals.

RiverPoint Investment Advisors:

  • Actively manage and monitor your investments
  • Provide personalized wealth planning advice
  • Work with clients to assess specific investment objectives and establish written investment guidelines
  • Structure an appropriate asset allocation
  • Rebalance and reallocate investment assets, as appropriate

Provide daily on-line portfolio access through independent custodians (such as Charles Schwab and U.S. Bank Trust Co.)

Past/Current Involvement with the Goering Center:

RiverPoint Capital Management is an Associate Member of the Goering Center.

Special Offer(s) for Goering Center Core Members:

RiverPoint will provide an independent assessment of your current investment portfolio free of charge.

Contact Information:

Primary Individual Contact:

Valerie Newell
(513) 618-3040
312 Walnut Street
Cincinnati, Ohio 45202
Year Company/Firm Founded: 1995