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Riverpoint Capital Management, Inc.

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Riverpoint Capital Management, Inc.

Overview:

RiverPoint Capital Management is a registered investment advisor with the Securities and Exchange Commission. We provide highly customized financial planning and investment management on a fee-only basis.

You deserve unsurpassed expertise and service, and RiverPoint delivers that with an unwavering commitment to client service and communication that sets us apart in the crowded investment field. Portfolios are guided by RiverPoint partners and senior executives, who provide day-to-day management of all accounts.

Our Services
RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting your comprehensive wealth management needs through highly personalized investment portfolio management.

Investment Management
Financial Planning
Retirement Planning
Estate Planning
P&G Retirement Services
Wealth Management for Women

Our Wealth Advisors
Our Wealth Advisors include MBAs (Master of Business Administration), CFAs® (Chartered Financial Analyst®), CPAs (Certified Public Accountants), and CFPs® (Certified Financial Planner TM). This breadth of knowledge and experience allows RiverPoint to draw upon a robust, complimentary mix of investment, tax planning, and estate/retirement planning skills in designing and implementing a highly customized, comprehensive wealth management plan for each of our clients. Our senior professionals are trusted experts in wealth management planning, and many are members of the American Institute of CPAs Personal Financial Planning Section, Estate Planning Council, CFA Institute, Ohio Society of Certified Public Accountants, CFA Society of Cincinnati and the International Association of Financial Planners.

Each of RiverPoint's Portfolio Managers has a deep academic background in finance, business and accounting, all with undergraduate degrees and most with graduate degrees in one of those fields. That experience allows our investment professionals to stay informed of the ever-changing complexities in the wealth management arena and provide the highest quality investment advice to our clients.

Toll Free: +1 800 548 1625

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