INSTITUTIONS & CONSULTANTS

We serve purpose-driven institutions and consultants seeking to build value over the long term.

Since 1987, Riverbridge has served institutional investors and consultants who believe in the power of compounding business value creation. We support the purpose and mission of our institutional clients through investment strategies designed to deliver strong risk-adjusted returns over full market cycles.

INSTITUTIONS & CONSULTANTS

We serve purpose-driven institutions and consultants seeking to build value over the long term.

Since 1987, Riverbridge has served institutional investors and consultants who believe in the power of compounding business value creation. We support the purpose and mission of our institutional clients through investment strategies designed to deliver strong risk-adjusted returns over full market cycles.

INVEST WITH ENDURANCE

Building value over time requires a strategy grounded in endurance.

Since 1987, Riverbridge’s time-tested investment approach has sought to deliver strong risk-adjusted returns for long-term investors. Riverbridge offers strategies for investors who believe in the power of business value compounding over time. Realizing this value requires time to stay invested through the horizon of at least one market cycle, fortitude to persist through up and down years, and a disciplined process that consistently seeks and stays true to fundamentals.

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OUR SERVICES

We are committed to building long-term relationships with our clients in ways that serve their investment objectives.

We seek to equip institutions and their investment consultants with strategies, information, and guidance for their 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 support our clients’ understanding of—and confidence in—their investments.

We focus on understanding the unique missions and objectives of our clients. Our relationship managers work with each institution and their consultants to serve their needs.

Riverbridge works closely with clients and consultants to provide insights and guidance—including portfolio attributes, commentary, industry viewpoints, and more.

WE SERVE INSTITUTIONS ACROSS MULTIPLE MARKETS.

Client Types

Defined Benefit

Defined Contribution

Endowments & Foundations

Taft Hartley

Outsourced CIO

Sub-Advisory

Family Office

Markets

Public Entities/Government

Corporate

ERISA

Not-for-Profit

Healthcare

Religious Institutions

Banks

Insurance

International

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

The team serving INSTITUTIONS & CONSULTANTS:

Andrew King

Andrew King, CFP®

Director of Relationship Management
Drew Harbeck

Drew Harbeck

Relationship Manager, Institutions & Consultants, Financial Intermediaries
Rick Moulton

Rick Moulton, CFA

Managing Director of Equities
Annie Paul

Annie Paul

Relationship Manager, Institutions & Consultants

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

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Riverbridge has been investing with endurance since 1987.

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