Milwaukee | Founded: 2016
Industry: Finance
Employees: 11
Riverwater Partners is a socially responsible investment advisory firm providing services to individuals, families, nonprofits and institutions. Its team of independent fiduciaries delivers a range of services from financial planning to wealth and asset management.
What factors have contributed the most to your growth in the past three years?
Adam Peck, founder and chief investment officer: “The acquisition of Falcons Rock Investment Council, a socially responsible investment advisory firm. Additionally, we have seen recent traction with being recognized as the only investment firm in Wisconsin specializing in socially responsible investing. That brand awareness, coupled with increased interest in socially responsible investing, has contributed to an increase in sales of 500% and a growth in size of our team of 120%.”
Where do you see the most opportunities for your company to continue growing?
“Our biggest opportunities are in the institutional space. The Riverwater Small Cap portfolio has the longest track record in the country for a small cap value ESG (Environmental, Social and Corporate Governance) product as well as having the largest asset base. With the growing demand for ESG in investors’ portfolios, Riverwater Partners has a multi-year lead against the competition.”
