Individuals & Families
We serve individuals and families seeking to build lives and legacies of significance and value.
Since 1987, Riverbridge has sought to put the long-term interest of our clients first. We want to see the investments of our clients support what they are building and to add enduring value to their lives. Through the consistent application of a timeless investment approach and the guidance of a committed team, we seek to help individuals and families experience the benefit of compounding growth over time.
Individuals & Families
We serve individuals and families seeking to build lives and legacies of significance and value.
Since 1987, Riverbridge has sought to put the long-term interest of our clients first. We want to see the investments of our clients support what they are building and to add enduring value to their lives. Through the consistent application of a timeless investment approach and the guidance of a committed team, we seek to help individuals and families experience the benefit of compounding growth over time.
INVEST WITH ENDURANCE
Growing wealth requires staying power directed toward what matters.
We believe money can be allocated in ways that align with the opportunities and priorities you want to make possible for yourself, your family, or your wealth. In a world that encourages investors to react to trends and make short-sighted trades, Riverbridge has put clients’ long-term interests first for 35+ years. Through the application of consistent investment disciplines and the guidance of a committed team, you can persist in building enduring value.
Invest with Endurance
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ASSET ALLOCATION APPROACH
We work with individuals and families to develop an asset allocation and investment portfolio that aligns with their priorities and goals.
Our investments are rooted in the primary goal of long-term capital appreciation, while also providing investment strategies to serve income and stability needs.
Growth
Focused on long-term value creation
Income
Serves distribution and spending needs
Stability
Offers dependability in times of volatility
OUR SERVICES
We are committed to building long-term relationships with our clients in ways that serve their investment objectives.
Growing wealth requires staying power directed toward what matters. We believe investing should serve our clients’ values and purpose. We are committed to offering services that address or complement broad financial pursuits.
Compelling Investment Strategies
Our Investment Team actively manages investment strategies that seek to deliver consistent performance patterns and compelling returns across market cycles.
Knowledgeable Relationship Team
We focus on understanding the unique purpose and objectives of our clients. Our relationship managers work with each individual or family to serve their needs.
Integrated Investment Management & Planning
In collaboration with our clients, we work to develop an investment plan that is consistent with their values, pursuits, and serves what they are seeking to build.
Collaboration with Other Trusted Professionals
We are diligent in building a network of professionals to support the unique circumstances of our clients that may assist with tax, banking, insurance, estate planning, and philanthropic needs.
Strategies to Complement Existing Investments
We can also offer access to specific investment strategies for clients looking to invest in one of our portfolios.
