Investment Management



To ensure that you are going to have a successful investment experience and achieve your goals, we first get to know you: what money means to you, what is important to you, who is important to you, your current situation, your tolerance for risk, your other advisors, and how you like to interact with your advisors and your interests. We take that knowledge and develop a comprehensive plan to help you achieve what is important to you. This plan, along with our proprietary money management tools that simplify the complexities of your personal financial life, help give you the security and control to liberate you from worrying about money.

Riverside Wealth Management’s investment philosophy is based on empirical research that, for more than 50 years, has refined and supported the science of investing in the capital markets. We believe that the capital markets are efficient, and therefore we do not engage in timing markets or stock picking. Simply put, we are investors, not speculators. We seek to employ a long-term, disciplined investment approach and design investment portfolios that provide broad, global diversification across asset classes, which research has shown to be the most important factor in influencing long-term returns.

Markets around the world can provide positive returns to long-term equity and fixed-income investors. We construct portfolios that provide broad, global diversification in equity and fixed-income assets. Our extensive client discovery process allows us to determine the appropriate amount of exposure to the markets’ compensating risk factors based on your specific circumstance, risk tolerance, goals and objectives. We utilize institutional-class mutual funds designed to produce true investment returns with low turnover rates (designed to lower your taxes) and some of the lowest expense ratios in the industry (designed to increase your investment return). By avoiding speculation and the higher fees and expenses of active management in favor of a prudent investment process, we are able to provide investment solutions that help you achieve your goals. Our aim is to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on your returns.

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