Riverpoint Capital Management, Inc.
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- With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint Capital Management provides investment and financial planning through a team of experienced senior portfolio managers.In 2016, Barrons ranked RiverPoint the #1 Wealth Advisor in Ohio, #20 on the list of Top 100 Independent Wealth Advisors and Valerie Newell, chairman, as the #4 Top 100 Woman Financial Advisors*.RiverPoint is dedicated to putting client service and communication first. Portfolios are guided by RiverPoint partners and senior wealth advisors. Each portfolio manager and wealth advisor concentrates on a small number of clients, investing the time required to thoroughly understand each clients unique circumstances and requirements. Riverpoint was founded in 1995 and is affiliated with Mariner Wealth Advisors. As part of the Mariner organization, we have access to a back-office infrastructure that frees up our advisors to spend more time with our clients. We have access to others affiliated with Mariner, including asset managers, insurance associates and individuals who have experience with trust and estate planning.Visit www.riverpointcm.com for more information.*Barrons awarded the 2016 #20 ranking in the Top 100 Independent Wealth Advisors, 2016 #1 raking in Ohio in the Top 1200 Financial Advisors and the #4 Top 100 Woman Financial Advisors to Valerie Newell. The 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. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisors returns are dictated largely by the risk tolerance of clients. For additional information visit www.barrons.com. The rankings are not indicative of future performance.
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Headquarters:312 Walnut Street Suite 2300, Cincinnati, Ohio, United States
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Phone Number: +1 513-421-3100
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Website: https://www.riverpointcm.com
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Employees:12
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Revenue:$10 - 50M
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Legal Name:Riverpoint Capital Management, Inc.
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Riverpoint Capital Management, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Riverpoint Capital Management, Inc.
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Where are Riverpoint Capital Management, Inc.'s Headquarters?
Riverpoint Capital Management, Inc.'s Headquarters are in 312 Walnut Street Suite 2300,Cincinnati,Ohio,United States
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What is Riverpoint Capital Management, Inc.'s phone number?
Riverpoint Capital Management, Inc.'s phone number is +1 513-421-3100
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What is Riverpoint Capital Management, Inc.'s official website?
Riverpoint Capital Management, Inc.'s official website is https://www.riverpointcm.com
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What is Riverpoint Capital Management, Inc.'s Revenue?
Riverpoint Capital Management, Inc.'s revenue is $10 - 50M
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What is Riverpoint Capital Management, Inc.'s NAICS code?
Riverpoint Capital Management, Inc.'s NAICS code is 523930
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How many employees are working in Riverpoint Capital Management, Inc.
Riverpoint Capital Management, Inc. has 12 employees
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What is Riverpoint Capital Management, Inc.'s Industry?
Riverpoint Capital Management, Inc. is in the industry of Investment Management
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Who is Riverpoint Capital Management, Inc.'s Managing Director | P And G Retirement Plan Specialist | Certified Financial Planner?
Riverpoint Capital Management, Inc.'s Managing Director | P And G Retirement Plan Specialist | Certified Financial Planner is Patrick Richter