ADVISORS & INTERMEDIARIES

We serve financial advisors and intermediaries who are committed to their clients’ success.

Since 1987, Riverbridge’s consistent investment approach has delivered strong risk-adjusted returns across multiple market cycles. We serve advisors that are committed to helping their clients meet their long-term goals—and to ensuring their capital is invested in ways that align with what they are building toward. We offer strategies for investors who believe in the power of compounding business value creation delivered through consistent investment practices and a trusted relationship.

ADVISORS & INTERMEDIARIES

We serve financial advisors and intermediaries who are committed to their clients’ success.

Since 1987, Riverbridge’s consistent investment approach has delivered strong risk-adjusted returns across multiple market cycles. We serve advisors that are committed to helping their clients meet their long-term goals—and to ensuring their capital is invested in ways that align with what they are building toward. We offer strategies for investors who believe in the power of compounding business value creation delivered through consistent investment practices and a trusted relationship.

INVEST WITH ENDURANCE

A mindset of endurance positions investors to build value over time.

As an advisor, you are committed to knowing and serving your clients’ long-term goals—and to ensuring their capital is invested in ways that align with what they are building toward. Since 1987, Riverbridge’s consistent investment approach has delivered strong risk-adjusted returns across multiple market cycles. Riverbridge offers investment strategies for investors who believe in the power of compounding business value creation delivered through transparent investment practices and trusted relationship.

Add Enduring Value

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OUR SERVICES

We are committed to building long-term relationships with our partners and clients in ways that support their work.

We seek to equip research teams, sales teams, and advisors with strategies, information, and guidance so they can effectively serve their clients’ long-term success.

Our Investment Team actively manages equity investment strategies that seek to deliver consistent performance patterns and compelling returns across market cycles with less relative risk.

We provide direct access to members of our Investment Team who will discuss Riverbridge’s investment approach to help support the workflows and investment needs of our partners and clients.

We focus on understanding the unique needs and objectives of our partners and clients. Our relationship managers work with advisors and research teams to support their work.

Riverbridge works closely with advisors and research teams to provide insights and guidance including portfolio attributes, commentary, industry viewpoints, and more.

We serve multiple types of ADVISORS AND INTERMEDIARIES.

Broker/Dealers (National, Regional, & Independent)

Turnkey Asset Management Platforms

Registered Investment Advisors

Multi-Family Offices

Banks & Trust Companies

We seek to deliver an exceptional experience in which our partners are supported and confident in their clients’ investments.

The team serving ADVISORS & INTERMEDIARIES:

Austin Cumblad

Austin Cumblad, CPA

Relationship Manager, Financial Intermediaries
Sarah Verduzco

Sarah Colton

Associate Relationship Manager, Financial Intermediaries
Drew Harbeck

Drew Harbeck

Relationship Manager, Institutions & Consultants, Financial Intermediaries

Contact us to learn how Riverbridge can best serve your needs and objectives.

Contact Us